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

Tortoise 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
2025 Q4	–	Sell	-36	Closed	-$1.24K	–	626
2025 Q3	$1.24K	Hold	36	–	–	﹤0.01%	992
2025 Q2	$1.14K	Hold	36	–	–	﹤0.01%	936
2025 Q1	$1.03K	Hold	36	–	–	﹤0.01%	752
2024 Q4	$839	Hold	36	–	–	﹤0.01%	812
2024 Q3	$890	Buy	+36	New	+$843	﹤0.01%	821

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

RIG

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

Tortoise Investment Management's EUFN Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2025, closing a stake of 36 shares — an estimated $1.24K sold.

Tortoise Investment Management first reported a position in EUFN in Q3 2024 and held it in 5 quarters. The position peaked at $1.24K in Q3 2025. 222 funds tracked by Wall St. Rank hold EUFN as of Q4 2025.

Tortoise Investment Management reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 36 iShares MSCI Europe Financials ETF shares in Q4 2025, an estimated $1.24K.
Tortoise Investment Management first reported a position in iShares MSCI Europe Financials ETF in Q3 2024 and held it in 5 quarters.
Tortoise Investment Management's iShares MSCI Europe Financials ETF position peaked at $1.24K in Q3 2025.
222 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.