Rothschild Investment LLC’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Rothschild Investment 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
2026 Q1	$189K	Hold	5,432	–	–	0.01%	691
2025 Q4	$201K	Hold	5,432	–	–	0.01%	620
2025 Q3	$187K	Buy	5,432 +5,251	+2,901%	+$174K	0.01%	634
2025 Q2	$5.72K	Hold	181	–	–	﹤0.01%	1443
2025 Q1	$5.16K	Hold	181	–	–	﹤0.01%	1419
2024 Q4	$4.22K	Buy	+181	New	+$4.33K	﹤0.01%	1414

Other funds holding EUFN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rothschild Investment LLC's EUFN Position: Q1 2026 in Review

Rothschild Investment LLC held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q1 2026 at 5,432 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #691.

Rothschild Investment LLC first reported a position in EUFN in Q4 2024 and has held it in 6 quarters since. The position peaked at $201K in Q4 2025. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

Rothschild Investment LLC held 5,432 shares of iShares MSCI Europe Financials ETF worth $189K as of Q1 2026.
Rothschild Investment LLC left its iShares MSCI Europe Financials ETF share count unchanged in Q1 2026.
iShares MSCI Europe Financials ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #691 holding.
Rothschild Investment LLC first reported a position in iShares MSCI Europe Financials ETF in Q4 2024 and has held it in 6 quarters since.
Rothschild Investment LLC's iShares MSCI Europe Financials ETF position peaked at $201K in Q4 2025.
223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.