Whittier Trust’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Whittier Trust’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	$29.4K	Buy	726 +176	+32%	+$6.66K	﹤0.01%	962
2026 Q1	$19.5K	Hold	550	–	–	﹤0.01%	1004
2025 Q4	$20.6K	Buy	+550	New	+$19.1K	﹤0.01%	1019
2023 Q3	–	Sell	-900	Closed	-$17.3K	–	1689
2023 Q2	$17.3K	Hold	900	–	–	﹤0.01%	1156
2023 Q1	$16.8K	Hold	900	–	–	﹤0.01%	1188
2022 Q4	$15.8K	Sell	900 -5,812	-87%	-$94.2K	﹤0.01%	1200
2022 Q3	$93K	Buy	6,712 +5,812	+646%	+$89.7K	﹤0.01%	807
2022 Q2	$14K	Hold	900	–	–	﹤0.01%	1247
2022 Q1	$17K	Buy	+900	New	+$17.8K	﹤0.01%	1240

Other funds holding EUFN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Whittier Trust's EUFN Position: Q2 2026 in Review

Whittier Trust increased its iShares MSCI Europe Financials ETF (EUFN) stake by 32% in Q2 2026, buying an estimated $6.66K and bringing the position to 726 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Whittier Trust first reported a position in EUFN in Q1 2022 and has held it in 9 quarters since. The position peaked at $93K in Q3 2022. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

Whittier Trust held 726 shares of iShares MSCI Europe Financials ETF worth $29.4K as of Q2 2026.
Whittier Trust bought 176 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $6.66K.
iShares MSCI Europe Financials ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #962 holding.
Whittier Trust first reported a position in iShares MSCI Europe Financials ETF in Q1 2022 and has held it in 9 quarters since.
Whittier Trust's iShares MSCI Europe Financials ETF position peaked at $93K in Q3 2022.
243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.