Valeo Financial Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Valeo Financial Advisors’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 Q3	$266K	Hold	6,685	–	–	0.01%	674
2026 Q2	$261K	Hold	6,685	–	–	0.01%	670
2026 Q1	$233K	Hold	6,685	–	–	0.01%	640
2025 Q4	$248K	Hold	6,685	–	–	0.01%	687
2025 Q3	$230K	Hold	6,685	–	–	0.01%	711
2025 Q2	$211K	Buy	+6,685	New	+$202K	0.01%	693
2024 Q4	–	Sell	-11,212	Closed	-$277K	–	757
2024 Q3	$277K	Hold	11,212	–	–	0.01%	556
2024 Q2	$251K	Hold	11,212	–	–	0.01%	549
2024 Q1	$251K	Hold	11,212	–	–	0.01%	553
2023 Q4	$235K	Buy	+11,212	New	+$219K	0.01%	560
2021 Q2	–	Sell	-1,114	Closed	-$21K	–	915
2021 Q1	$21K	Hold	1,114	–	–	﹤0.01%	1146
2020 Q4	$20K	Hold	1,114	–	–	﹤0.01%	1025
2020 Q3	$15K	Buy	+1,114	New	+$16.5K	﹤0.01%	980
2018 Q3	–	Sell	-1,000	Closed	-$20K	–	1805
2018 Q2	$20K	Hold	1,000	–	–	﹤0.01%	761
2018 Q1	$23K	Buy	+1,000	New	+$24.2K	﹤0.01%	675
2017 Q4	–	Sell	-1,000	Closed	-$23K	–	1399
2017 Q3	$23K	Buy	+1,000	New	+$22.9K	0.01%	534

Other funds holding EUFN

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Riggs Asset Management Dallas, Pennsylvania $541M AUM 40.97% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Westview Investment Advisors Burlington, Vermont $207M AUM 20.22% 1-Year Est. Return

VCM

Viewpoint Capital Management Seattle, Washington $214M AUM 18.61% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Valeo Financial Advisors's EUFN Position: Q3 2026 in Review

Valeo Financial Advisors held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q3 2026 at 6,685 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #674.

Valeo Financial Advisors first reported a position in EUFN in Q3 2017 and has held it in 16 quarters since. The position peaked at $277K in Q3 2024. 141 funds tracked by Wall St. Rank hold EUFN as of Q3 2026.

Valeo Financial Advisors held 6,685 shares of iShares MSCI Europe Financials ETF worth $266K as of Q3 2026.
Valeo Financial Advisors left its iShares MSCI Europe Financials ETF share count unchanged in Q3 2026.
iShares MSCI Europe Financials ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #674 holding.
Valeo Financial Advisors first reported a position in iShares MSCI Europe Financials ETF in Q3 2017 and has held it in 16 quarters since.
Valeo Financial Advisors's iShares MSCI Europe Financials ETF position peaked at $277K in Q3 2024.
141 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.