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Wealthspire Advisors (New York)’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-1,774
Closed -$60.9K – 1606
2025
Q3 		$60.9K Buy
+1,774
New +$58.9K ﹤0.01% 1166

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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 $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Wealthspire Advisors (New York)'s EUFN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2025, closing a stake of 1,774 shares — an estimated $60.9K sold.

Wealthspire Advisors (New York) first reported a position in EUFN in Q3 2025 and held it in 1 quarter. The position peaked at $60.9K in Q3 2025. 222 funds tracked by Wall St. Rank hold EUFN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,774 iShares MSCI Europe Financials ETF shares in Q4 2025, an estimated $60.9K.
  • Wealthspire Advisors (New York) first reported a position in iShares MSCI Europe Financials ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares MSCI Europe Financials ETF position peaked at $60.9K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.