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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
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
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Root Financial Partners's EUFN Position: Q2 2026 in Review

Root Financial Partners sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2026, closing a stake of 4,531 shares — an estimated $158K sold.

Root Financial Partners first reported a position in EUFN in Q3 2025 and held it in 3 quarters. The position peaked at $174K in Q4 2025. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • Root Financial Partners reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4,531 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $158K.
  • Root Financial Partners first reported a position in iShares MSCI Europe Financials ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares MSCI Europe Financials ETF position peaked at $174K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.