TruNorth Capital Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

TruNorth Capital 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	-135	Closed	-$4.64K	–	209
2025 Q3	$4.64K	Hold	135	–	–	﹤0.01%	372
2025 Q2	$4.27K	Hold	135	–	–	﹤0.01%	315
2025 Q1	$3.85K	Hold	135	–	–	﹤0.01%	405
2024 Q4	$3.15K	Hold	135	–	–	﹤0.01%	337
2024 Q3	$3.34K	Hold	135	–	–	﹤0.01%	341
2024 Q2	$3.02K	Hold	135	–	–	﹤0.01%	305
2024 Q1	$3.07K	Buy	+135	New	+$2.85K	﹤0.01%	236

Other funds holding EUFN

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.39B AUM 8.35% 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 51.91% 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

TruNorth Capital Management's EUFN Position: Q4 2025 in Review

TruNorth Capital Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2025, closing a stake of 135 shares — an estimated $4.64K sold.

TruNorth Capital Management first reported a position in EUFN in Q1 2024 and held it in 7 quarters. The position peaked at $4.64K in Q3 2025. 222 funds tracked by Wall St. Rank hold EUFN as of Q4 2025.

TruNorth Capital Management reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 135 iShares MSCI Europe Financials ETF shares in Q4 2025, an estimated $4.64K.
TruNorth Capital Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2024 and held it in 7 quarters.
TruNorth Capital Management's iShares MSCI Europe Financials ETF position peaked at $4.64K in Q3 2025.
222 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.