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Warther Private Wealth’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Warther Private Wealth’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
Q1 		– Sell
-14,402
Closed -$336K – 72
2024
Q4 		$336K Hold
14,402
– – 0.11% 58
2024
Q3 		$356K Hold
14,402
– – 0.12% 62
2024
Q2 		$322K Buy
+14,402
New +$331K 0.13% 63

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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

Warther Private Wealth's EUFN Position: Q1 2025 in Review

Warther Private Wealth sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2025, closing a stake of 14,402 shares — an estimated $336K sold.

Warther Private Wealth first reported a position in EUFN in Q2 2024 and held it in 3 quarters. The position peaked at $356K in Q3 2024. 161 funds tracked by Wall St. Rank hold EUFN as of Q1 2025.

  • Warther Private Wealth reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Warther Private Wealth sold 14,402 iShares MSCI Europe Financials ETF shares in Q1 2025, an estimated $336K.
  • Warther Private Wealth first reported a position in iShares MSCI Europe Financials ETF in Q2 2024 and held it in 3 quarters.
  • Warther Private Wealth's iShares MSCI Europe Financials ETF position peaked at $356K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2025.

Based on Warther Private Wealth's 13F filing for Q1 2025, filed 17 Apr 2025.