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Summit Securities Group’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Summit Securities Group’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
2025
Q1 		– Sell
-1
Closed -$23 – 883
2024
Q4 		$23 Buy
+1
New +$24 ﹤0.01% 596
2022
Q3 		– Sell
-100
Closed -$2K – 996
2022
Q2 		$2K Buy
+100
New +$1.74K ﹤0.01% 895

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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

Summit Securities Group's EUFN Position: Q1 2025 in Review

Summit Securities Group sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2025, closing a stake of 1 share — an estimated $23 sold.

Summit Securities Group first reported a position in EUFN in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 161 funds tracked by Wall St. Rank hold EUFN as of Q1 2025.

  • Summit Securities Group reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 1 iShares MSCI Europe Financials ETF share in Q1 2025, an estimated $23.
  • Summit Securities Group first reported a position in iShares MSCI Europe Financials ETF in Q2 2022 and held it in 2 quarters.
  • Summit Securities Group's iShares MSCI Europe Financials ETF position peaked at $2K in Q2 2022.
  • 161 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.