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

Waterfront 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
2026
Q2 		$4.43M Sell
110,452
-3,970
-3% -$150K 0.69% 39
2026
Q1 		$3.99M Buy
114,422
+2,791
+3% +$102K 0.73% 35
2025
Q4 		$4.24M Sell
111,631
-40,860
-27% -$1.42M 0.81% 30
2025
Q3 		$5.07M Sell
152,491
-91,829
-38% -$3.05M 1.04% 20
2025
Q2 		$7.73M Buy
244,320
+2,016
+0.8% +$60.9K 1.73% 9
2025
Q1 		$6.9M Sell
242,304
-6,816
-3% -$181K 1.68% 8
2024
Q4 		$5.8M Buy
249,120
+7,921
+3% +$190K 1.41% 14
2024
Q3 		$5.85M Buy
241,199
+2,548
+1% +$59.6K 1.43% 13
2024
Q2 		$5.34M Buy
238,651
+5,915
+3% +$136K 1.45% 13
2024
Q1 		$5.21M Sell
232,736
-4,193
-2% -$88.5K 1.46% 13
2023
Q4 		$4.97M Buy
236,929
+1,108
+0.5% +$21.6K 1.46% 15
2023
Q3 		$4.31M Buy
235,821
+15,883
+7% +$307K 1.41% 15
2023
Q2 		$4.44M Sell
219,938
-8,416
-4% -$162K 1.32% 19
2023
Q1 		$4.27M Sell
228,354
-6,224
-3% -$119K 1.4% 16
2022
Q4 		$4.64M Sell
234,578
-5,598
-2% -$90.7K 1.6% 11
2022
Q3 		$3.71M Sell
240,176
-10,957
-4% -$169K 1.41% 12
2022
Q2 		$3.98M Sell
251,133
-994
-0.4% -$17.3K 1.61% 11
2022
Q1 		$4.69M Buy
252,127
+49,251
+24% +$976K 1.66% 13
2021
Q4 		$4.07M Buy
202,876
+3,640
+2% +$73.8K 1.61% 13
2021
Q3 		$3.91M Buy
199,236
+78,475
+65% +$1.55M 1.89% 12
2021
Q2 		$2.36M Sell
120,761
-11,380
-9% -$231K 1.12% 23
2021
Q1 		$2.58M Sell
132,141
-28,605
-18% -$530K 1.3% 21
2020
Q4 		$2.82M Buy
+160,746
New +$2.54M 2% 10

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

Waterfront Wealth's EUFN Position: Q2 2026 in Review

Waterfront Wealth reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 3.5% in Q2 2026, selling an estimated $150K and leaving 110,452 shares worth $4.43M. The position accounts for 0.69% of the portfolio, ranked #39.

Waterfront Wealth first reported a position in EUFN in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.73M in Q2 2025. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • Waterfront Wealth held 110,452 shares of iShares MSCI Europe Financials ETF worth $4.43M as of Q2 2026.
  • Waterfront Wealth sold 3,970 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $150K.
  • iShares MSCI Europe Financials ETF made up 0.69% of Waterfront Wealth's portfolio in Q2 2026, its #39 holding.
  • Waterfront Wealth first reported a position in iShares MSCI Europe Financials ETF in Q4 2020 and has held it in 23 quarters since.
  • Waterfront Wealth's iShares MSCI Europe Financials ETF position peaked at $7.73M in Q2 2025.
  • 243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.