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

Waverly 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
Q2 		$14.5K Hold
373
– – ﹤0.01% 1733
2026
Q1 		$13K Hold
373
– – ﹤0.01% 1601
2025
Q4 		$13.8K Buy
+373
New +$13K ﹤0.01% 1467

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

Waverly Advisors's EUFN Position: Q2 2026 in Review

Waverly Advisors held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q2 2026 at 373 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Waverly Advisors first reported a position in EUFN in Q4 2025 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • Waverly Advisors held 373 shares of iShares MSCI Europe Financials ETF worth $14.5K as of Q2 2026.
  • Waverly Advisors left its iShares MSCI Europe Financials ETF share count unchanged in Q2 2026.
  • iShares MSCI Europe Financials ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1733 holding.
  • Waverly Advisors first reported a position in iShares MSCI Europe Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.