Provenance Wealth Advisors
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Provenance Wealth Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Provenance Wealth Advisors’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
2026
Q3 		$101K Hold
2,542
– – 0.01% 604
2026
Q2 		$99.1K Hold
2,542
– – 0.01% 182
2026
Q1 		$88.6K Hold
2,542
– – 0.01% 163
2025
Q4 		$94.3K Hold
2,542
– – 0.01% 155
2025
Q3 		$87.3K Hold
2,542
– – 0.01% 171
2025
Q2 		$80.4K Hold
2,542
– – 0.01% 177
2025
Q1 		$72.4K Hold
2,542
– – 0.01% 203
2024
Q4 		$59.2K Hold
2,542
– – 0.01% 216
2024
Q3 		$62.9K Hold
2,542
– – 0.01% 221
2024
Q2 		$56.8K Hold
2,542
– – 0.01% 208
2024
Q1 		$57.8K Hold
2,542
– – 0.01% 216
2023
Q4 		$53.3K Buy
+2,542
New +$49.6K 0.01% 203

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Riggs Asset Management
Riggs Asset Management Dallas, Pennsylvania $541M AUM 40.97% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Provenance Wealth Advisors's EUFN Position: Q3 2026 in Review

Provenance Wealth Advisors held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q3 2026 at 2,542 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #604.

Provenance Wealth Advisors first reported a position in EUFN in Q4 2023 and has held it in 12 quarters since. 155 funds tracked by Wall St. Rank hold EUFN as of Q3 2026.

  • Provenance Wealth Advisors held 2,542 shares of iShares MSCI Europe Financials ETF worth $101K as of Q3 2026.
  • Provenance Wealth Advisors left its iShares MSCI Europe Financials ETF share count unchanged in Q3 2026.
  • iShares MSCI Europe Financials ETF made up 0.01% of Provenance Wealth Advisors's portfolio in Q3 2026, its #604 holding.
  • Provenance Wealth Advisors first reported a position in iShares MSCI Europe Financials ETF in Q4 2023 and has held it in 12 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2026.

Based on Provenance Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.