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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
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 $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

Waverly Advisors's EUFN Position: Q1 2026 in Review

Waverly Advisors held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q1 2026 at 373 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Waverly Advisors first reported a position in EUFN in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.8K in Q4 2025. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

  • Waverly Advisors held 373 shares of iShares MSCI Europe Financials ETF worth $13K as of Q1 2026.
  • Waverly Advisors left its iShares MSCI Europe Financials ETF share count unchanged in Q1 2026.
  • iShares MSCI Europe Financials ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1601 holding.
  • Waverly Advisors first reported a position in iShares MSCI Europe Financials ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's iShares MSCI Europe Financials ETF position peaked at $13.8K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.