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Synergy Investment Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Synergy Investment 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 		$175K Buy
4,495
+4,235
+1,629% +$160K 0.04% 184
2026
Q1 		$9.06K Buy
+260
New +$9.51K ﹤0.01% 508

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

Synergy Investment Management's EUFN Position: Q2 2026 in Review

Synergy Investment Management increased its iShares MSCI Europe Financials ETF (EUFN) stake by 1,629% in Q2 2026, buying an estimated $160K and bringing the position to 4,495 shares worth $175K. The position accounts for 0.04% of the portfolio, ranked #184.

Synergy Investment Management first reported a position in EUFN in Q1 2026 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • Synergy Investment Management held 4,495 shares of iShares MSCI Europe Financials ETF worth $175K as of Q2 2026.
  • Synergy Investment Management bought 4,235 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $160K.
  • iShares MSCI Europe Financials ETF made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #184 holding.
  • Synergy Investment Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2026 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.