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Triad Wealth Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Triad Wealth Partners’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 		$379K Buy
+8,994
New +$340K 0.02% 391
2024
Q3 		– Sell
-206
Closed -$4.61K – 315
2024
Q2 		$4.61K Buy
+206
New +$4.73K ﹤0.01% 592

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

Triad Wealth Partners's EUFN Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in iShares MSCI Europe Financials ETF (EUFN) in Q2 2026: 8,994 shares worth $379K. The stake represents 0.02% of the portfolio and ranks #391 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in EUFN as recently as Q2 2024.

Triad Wealth Partners first reported a position in EUFN in Q2 2024 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • Triad Wealth Partners held 8,994 shares of iShares MSCI Europe Financials ETF worth $379K as of Q2 2026.
  • iShares MSCI Europe Financials ETF was a new Triad Wealth Partners position in Q2 2026.
  • iShares MSCI Europe Financials ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #391 holding.
  • Triad Wealth Partners first reported a position in iShares MSCI Europe Financials ETF in Q2 2024 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.