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Spire Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Spire Wealth Management’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 		$67.4K Sell
1,728
-17
-1% -$643 ﹤0.01% 1087
2026
Q1 		$60.8K Hold
1,745
– – ﹤0.01% 1113
2025
Q4 		$64.7K Hold
1,745
– – ﹤0.01% 1106
2025
Q3 		$59.9K Hold
1,745
– – ﹤0.01% 1172
2025
Q2 		$55.2K Buy
1,745
+48
+3% +$1.45K ﹤0.01% 1162
2025
Q1 		$48.3K Hold
1,697
– – ﹤0.01% 1293
2024
Q4 		$39.5K Hold
1,697
– – ﹤0.01% 1371
2024
Q3 		$42K Hold
1,697
– – ﹤0.01% 1186
2024
Q2 		$37.9K Sell
1,697
-327
-16% -$7.51K ﹤0.01% 1218
2024
Q1 		$46K Hold
2,024
– – ﹤0.01% 1244
2023
Q4 		$41.2K Hold
2,024
– – ﹤0.01% 1274
2023
Q3 		$38.3K Sell
2,024
-2,000
-50% -$38.7K ﹤0.01% 1265
2023
Q2 		$77.2K Buy
4,024
+1,596
+66% +$30.7K ﹤0.01% 1050
2023
Q1 		$45.4K Buy
2,428
+428
+21% +$8.22K ﹤0.01% 1236
2022
Q4 		$35K Hold
2,000
– – ﹤0.01% 1117
2022
Q3 		$28K Buy
2,000
+1,673
+512% +$25.8K ﹤0.01% 1178
2022
Q2 		$5K Sell
327
-627
-66% -$10.9K ﹤0.01% 2124
2022
Q1 		$18K Sell
954
-1,548
-62% -$30.7K ﹤0.01% 1845
2021
Q4 		$50K Buy
2,502
+221
+10% +$4.48K ﹤0.01% 1734
2021
Q3 		$45K Buy
2,281
+800
+54% +$15.8K ﹤0.01% 1513
2021
Q2 		$29K Sell
1,481
-685
-32% -$13.9K ﹤0.01% 1716
2021
Q1 		$42K Buy
+2,166
New +$40.1K ﹤0.01% 1812

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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

Spire Wealth Management's EUFN Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 0.97% in Q2 2026, selling an estimated $643 and leaving 1,728 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Spire Wealth Management first reported a position in EUFN in Q1 2021 and has held it in 22 quarters since. The position peaked at $77.2K in Q2 2023. 242 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • Spire Wealth Management held 1,728 shares of iShares MSCI Europe Financials ETF worth $67.4K as of Q2 2026.
  • Spire Wealth Management sold 17 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $643.
  • iShares MSCI Europe Financials ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1087 holding.
  • Spire Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares MSCI Europe Financials ETF position peaked at $77.2K in Q2 2023.
  • 242 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.