Root Financial Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Root Financial Partners’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	$191K	Buy	+4,800	New	+$198K	0.01%	463
2026 Q2	–	Sell	-4,531	Closed	-$158K	–	1286
2026 Q1	$158K	Sell	4,531 -149	-3%	-$5.45K	0.01%	399
2025 Q4	$174K	Buy	4,680 +2,251	+93%	+$78.2K	0.01%	326
2025 Q3	$83.4K	Buy	+2,429	New	+$80.6K	0.01%	502

Other funds holding EUFN

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.98B AUM 28.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Root Financial Partners's EUFN Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI Europe Financials ETF (EUFN) in Q3 2026: 4,800 shares worth $191K. The stake represents 0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EUFN as recently as Q1 2026.

Root Financial Partners first reported a position in EUFN in Q3 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold EUFN as of Q3 2026.

Root Financial Partners held 4,800 shares of iShares MSCI Europe Financials ETF worth $191K as of Q3 2026.
iShares MSCI Europe Financials ETF was a new Root Financial Partners position in Q3 2026.
iShares MSCI Europe Financials ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #463 holding.
Root Financial Partners first reported a position in iShares MSCI Europe Financials ETF in Q3 2025 and has held it in 4 quarters since.
231 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.