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 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 $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whittier Trust's EUFN Position: Q1 2026 in Review

Whittier Trust held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q1 2026 at 550 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Whittier Trust first reported a position in EUFN in Q1 2022 and has held it in 8 quarters since. The position peaked at $93K in Q3 2022. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

Whittier Trust held 550 shares of iShares MSCI Europe Financials ETF worth $19.5K as of Q1 2026.
Whittier Trust left its iShares MSCI Europe Financials ETF share count unchanged in Q1 2026.
iShares MSCI Europe Financials ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1004 holding.
Whittier Trust first reported a position in iShares MSCI Europe Financials ETF in Q1 2022 and has held it in 8 quarters since.
Whittier Trust's iShares MSCI Europe Financials ETF position peaked at $93K in Q3 2022.
223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.