iShares MSCI Europe FinanciaEUFNETF

13F holders, Q1 2024 (March 31)
108holders
4famous investors
$22.75avg. 13F price*

At the end of Q1 2024, 108 institutions reported holding iShares MSCI Europe Financia (EUFN) in their 13F filings. The largest holders were Fisher Asset Management ($678.7M), Morgan Stanley ($55.0M) and CW Advisors, LLC ($28.0M). 4 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
iShares MSCI Europe Financia
CUSIP
464289180
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 108Q1 2024Q2 2024: 119Q2 2024Q3 2024: 123Q3 2024Q4 2024: 130Q4 2024Q1 2025: 161Q1 2025Q2 2025: 203Q2 2025Q3 2025: 203Q3 2025Q4 2025: 221Q4 2025Q1 2026: 225Q1 2026Q2 2026: 243Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions19$3.3M
Exits21$5.1M

Ownership 108 holders

Fisher Asset Management 0.32% Reduce -0.4% 29,845,183 $678.7M
Morgan Stanley 0.00% Add +7.4% 2,418,540 $55.0M
CW Advisors, LLC 0.48% Add +1.4% 1,230,375 $28.0M
JPMorgan Chase & Co. 0.00% Reduce -0.2% 1,229,211 $28.0M
Envestnet Asset Management Inc. 0.01% Reduce -3.0% 621,368 $14.1M
Goldman Sachs Group Inc. 0.00% Reduce -13.5% 429,149 $9.8M
Azimuth Capital Investment Management LLC 0.40% Reduce -3.0% 425,197 $9.7M
RiverFront Investment Group, LLC 0.27% Add +8.6% 424,858 $9.7M
Jane Street Group, LLC 0.01% Reduce -78.1% 329,287 $7.5M
LPL Financial LLC 0.00% Reduce -0.3% 285,674 $6.5M
Waterfront Wealth Inc. 1.46% Reduce -1.8% 232,736 $5.2M
Raymond James & Associates 0.00% Reduce -2.1% 226,229 $5.1M
UBS Group AG 0.00% Add +15.1% 217,875 $5.0M
Equitable Holdings, Inc. 0.05% Add +13.5% 181,659 $4.1M
Royal Bank of Canada 0.00% Reduce -43.3% 174,945 $4.0M
Aspen Grove Capital, LLC 0.98% Reduce 0.0% 152,471 $3.5M
Viewpoint Capital Management LLC 1.86% Reduce -1.9% 128,919 $2.9M
Greenwood Capital Associates LLC 0.38% Add +93.0% 124,747 $2.8M
Bank of America Corp. 0.00% Reduce -4.6% 122,974 $2.8M
Stifel Financial Corp. 0.00% Reduce -2.5% 112,897 $2.6M
Renaissance Technologies 0.00% Reduce -46.4% 97,900 $2.2M
HighTower Advisors, LLC 0.00% Add +10.6% 97,593 $2.2M
Janney Montgomery Scott LLC 0.01% Add +5.8% 73,358 $1.7M
Qube Research & Technologies Ltd 0.00% Add +17.4% 66,456 $1.5M
Alaska Permanent Fund Corp 0.02% Reduce -97.9% 64,233 $1.5M
Transamerica Financial Advisors, LLC 0.13% Add +2.3% 54,907 $1.2M
MML Investors Services, LLC 0.00% Reduce -4.7% 50,151 $1.1M
Bank of Nova Scotia 0.00% New 46,490 $1.1M
JTC Employer Solutions Trustee Ltd 0.06% No change 44,624 $1.0M
Banco de Sabadell, S.A 0.75% Reduce -0.5% 44,030 $1.0M
Comerica Bank 0.00% Reduce -2.4% 38,784 $882K
Bank of Montreal 0.00% Reduce -83.4% 37,762 $861K
Mercer Global Advisors Inc. 0.00% Add +7.0% 35,977 $818K
Wells Fargo & Company 0.00% Reduce -11.5% 35,923 $817K
FMR LLC 0.00% Add +24.7% 35,818 $814K
Ameriprise Financial Inc. 0.00% Reduce -6.8% 35,820 $813K
Hedges Asset Management LLC 0.56% No change 35,000 $796K
Financial Advocates Investment Management 0.04% Add +124.4% 18,816 $773K
Truist Financial Corp. 0.00% Reduce -38.1% 33,867 $770K
Prospera Financial Services Inc 0.02% Reduce -0.3% 26,441 $601K
Rockefeller Capital Management L.P. 0.00% New 25,179 $573K
Geneos Wealth Management Inc. 0.03% Reduce -0.1% 24,853 $565K
Commonwealth Equity Services, LLC 0.00% Reduce -9.4% 21,879 $498K
Mariner, LLC 0.00% Reduce -7.6% 19,830 $451K
Essex Financial Services, Inc. 0.04% No change 19,000 $432K
Calton & Associates, Inc. 0.19% Reduce -5.4% 16,971 $386K
Susquehanna International Group, LLP 0.00% Reduce -87.7% 16,966 $386K
D. E. Shaw & Co. 0.00% New 15,844 $360K
Parcion Private Wealth LLC 0.03% Reduce -14.1% 15,203 $346K
AMJ Financial Wealth Management 0.11% New 14,204 $323K
HB Wealth Management, LLC 0.00% New 13,292 $302K
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.3% 12,048 $274K
Valeo Financial Advisors, LLC 0.01% No change 11,212 $251K
Cerity Partners LLC 0.00% New 10,909 $248K
Steward Partners Investment Advisory, LLC 0.00% Add +41.4% 10,240 $233K
Osaic Holdings, Inc. 0.00% Reduce -18.1% 9,593 $218K
LJI Wealth Management, LLC 0.05% New 9,005 $205K
Federation des caisses Desjardins du Quebec 0.00% No change 7,710 $175K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 7,683 $174K
BNP Paribas Financial Markets 0.00% Reduce -45.1% 7,548 $172K
Blair William & Co. 0.00% Add +426.0% 7,175 $163K
Aptus Capital Advisors, LLC 0.00% Reduce -29.9% 5,189 $118K
National Bank of Canada 0.00% Reduce -8.1% 4,565 $107K
North Star Investment Management Corp. 0.01% Add +15.1% 4,333 $99K
America First Investment Advisors, LLC 0.02% No change 4,233 $96K
Citadel Advisors 0.00% Reduce -87.6% 4,096 $93K
AlphaMark Advisors, LLC 0.03% Reduce -41.2% 3,865 $88K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -28.5% 3,620 $82K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 3,550 $81K
US Bancorp \de 0.00% Add +7572.7% 3,376 $77K
Citigroup Inc. 0.00% Reduce -41.5% 3,307 $75K
Rice Partnership, LLC 0.01% New 2,553 $58K
Provenance Wealth Advisors, LLC 0.01% No change 2,542 $58K
Edmond DE Rothschild Holding S.A. 0.00% No change 2,450 $56K
Register Financial Advisors LLC 0.02% New 2,056 $47K
Spire Wealth Management 0.00% No change 2,024 $46K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -7.4% 1,859 $43K
Creative Financial Designs Inc. 0.00% No change 1,745 $40K
First Manhattan Co. Llc. 0.00% Reduce -10.2% 1,738 $40K
Palisade Asset Management, LLC 0.00% New 1,653 $38K
Global Retirement Partners, LLC 0.00% Reduce -18.8% 1,638 $37K
Private Capital Management LLC 0.01% No change 1,513 $34K
Capital Investment Advisory Services, LLC 0.00% Add +242.0% 1,368 $31K
PNC Financial Services Group, Inc. 0.00% Reduce -82.0% 1,288 $29K
O'shaughnessy Asset Management, LLC 0.00% No change 1,284 $29K
Cwm, LLC 0.00% Add +21.0% 1,176 $27K
CIBC Private Wealth Group LLC 0.00% New 1,131 $26K
TD Private Client Wealth LLC 0.00% Add +125.0% 1,096 $25K
Realta Investment Advisors 0.00% New 1,019 $23K
NewEdge Advisors, LLC 0.00% No change 1,009 $23K
Tower Research Capital LLC (TRC) 0.00% New 817 $19K
Harbour Investments, Inc. 0.00% Reduce -9.0% 721 $16K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 526 $12K
Addison Advisors LLC 0.00% New 445 $10K
Bessemer Group Inc. 0.00% Reduce -87.3% 340 $8K
Byrne Asset Management LLC 0.01% No change 347 $8K
Allworth Financial LP 0.00% No change 346 $8K
Continuum Advisory, LLC 0.00% New 280 $7K
Solstein Capital, LLC 0.00% No change 220 $5K
Raleigh Capital Management Inc. 0.00% Reduce -66.7% 215 $5K
GAMMA Investing LLC 0.00% No change 160 $4K
TruNorth Capital Management, LLC 0.00% — 135 $3K
Farther Finance Advisors, LLC 0.00% Reduce -88.5% 134 $3K
EverSource Wealth Advisors, LLC 0.00% New 128 $3K
WR Wealth Planners, LLC 0.00% New 90 $2K
Hantz Financial Services, Inc. 0.00% New 70 $2K
Carolinas Wealth Consulting LLC 0.00% New 73 $2K
Signaturefd, LLC 0.00% No change 60 $1K

"% of holder's portfolio" is EUFN's weight in each manager's 13F, not the share of iShares MSCI Europe Financia the manager owns.