Rice Partnership’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Rice Partnership’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 Q3	–	Sell	-2,553	Closed	-$80.8K	–	195
2025 Q2	$80.8K	Hold	2,553	–	–	0.01%	125
2025 Q1	$72.7K	Hold	2,553	–	–	0.01%	111
2024 Q4	$59.5K	Hold	2,553	–	–	0.01%	126
2024 Q3	$63.1K	Hold	2,553	–	–	0.01%	124
2024 Q2	$57.1K	Hold	2,553	–	–	0.01%	118
2024 Q1	$58.1K	Buy	+2,553	New	+$53.9K	0.01%	107

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

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

1CP

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

RIG

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Rice Partnership's EUFN Position: Q3 2025 in Review

Rice Partnership sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2025, closing a stake of 2,553 shares — an estimated $80.8K sold.

Rice Partnership first reported a position in EUFN in Q1 2024 and held it in 6 quarters. The position peaked at $80.8K in Q2 2025. 203 funds tracked by Wall St. Rank hold EUFN as of Q3 2025.

Rice Partnership reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2025 after selling out during the quarter.
Rice Partnership sold 2,553 iShares MSCI Europe Financials ETF shares in Q3 2025, an estimated $80.8K.
Rice Partnership first reported a position in iShares MSCI Europe Financials ETF in Q1 2024 and held it in 6 quarters.
Rice Partnership's iShares MSCI Europe Financials ETF position peaked at $80.8K in Q2 2025.
203 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2025.

Based on Rice Partnership's 13F filing for Q3 2025, filed 10 Nov 2025.