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 Q2	$205K	Sell	5,251 -181	-3%	-$6.85K	0.01%	855
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 $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rothschild Investment LLC's EUFN Position: Q2 2026 in Review

Rothschild Investment LLC reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 3.3% in Q2 2026, selling an estimated $6.85K and leaving 5,251 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #855.

Rothschild Investment LLC first reported a position in EUFN in Q4 2024 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

Rothschild Investment LLC held 5,251 shares of iShares MSCI Europe Financials ETF worth $205K as of Q2 2026.
Rothschild Investment LLC sold 181 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $6.85K.
iShares MSCI Europe Financials ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #855 holding.
Rothschild Investment LLC first reported a position in iShares MSCI Europe Financials ETF in Q4 2024 and has held it in 7 quarters since.
243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.