Planning Project LLC’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Planning Project LLC’s Portfolio EUFN Stock Details EUFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$57.4K	Buy	+1,548	New	+$53.8K	0.01%	60

Other funds holding EUFN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Planning Project LLC's EUFN Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares MSCI Europe Financials ETF (EUFN) in Q4 2025: 1,548 shares worth $57.4K. The stake represents 0.01% of the portfolio and ranks #60 among its holdings.

221 funds tracked by Wall St. Rank hold EUFN as of Q4 2025.

Planning Project LLC held 1,548 shares of iShares MSCI Europe Financials ETF worth $57.4K as of Q4 2025.
iShares MSCI Europe Financials ETF was a new Planning Project LLC position in Q4 2025.
iShares MSCI Europe Financials ETF made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #60 holding.
221 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.