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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
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 $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Waterfront Wealth's EUFN Position: Q1 2026 in Review

Waterfront Wealth increased its iShares MSCI Europe Financials ETF (EUFN) stake by 2.5% in Q1 2026, buying an estimated $102K and bringing the position to 114,422 shares worth $3.99M. The position accounts for 0.73% of the portfolio, ranked #35.

Waterfront Wealth first reported a position in EUFN in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.73M in Q2 2025. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

  • Waterfront Wealth held 114,422 shares of iShares MSCI Europe Financials ETF worth $3.99M as of Q1 2026.
  • Waterfront Wealth bought 2,791 iShares MSCI Europe Financials ETF shares in Q1 2026, an estimated $102K.
  • iShares MSCI Europe Financials ETF made up 0.73% of Waterfront Wealth's portfolio in Q1 2026, its #35 holding.
  • Waterfront Wealth first reported a position in iShares MSCI Europe Financials ETF in Q4 2020 and has held it in 22 quarters since.
  • Waterfront Wealth's iShares MSCI Europe Financials ETF position peaked at $7.73M in Q2 2025.
  • 223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Waterfront Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.