EUFN — ISHARES TR

Ownership history in Algorithmic Investment Models, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Algorithmic Investment Models, LLC reported a position in ISHARES TR (EUFN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.8% (2025 Q2)
Avg. % of fund
0.78%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 33,373 -3,505 -9.5% 0.76% $1.1M $33.85
2025 Q2 INITIATED 36,878 — — 0.80% $1.2M $31.18
% of Fund (quarterly)    EUFN price (monthly, adj. close)

Other funds also holding EUFN

As of 2025 Q4 — sorted by position size

1607 Capital Partners, LLC 3Y 7Y 9.62% Spruce Point Capital Management, LLC 8.28% Arlington Capital Management, Inc. 3Y 7Y 2.87% Westview Management dba Westview Investment Advisors 2.76% Viewpoint Capital Management LLC 3Y 2.04% Riggs Asset Managment Co. Inc. 3Y 7Y 1.96% Evergreen Private Wealth LLC 1.4% Aspen Grove Capital, LLC 3Y 0.93% Advocate Investing Services LLC 0.86% Ameliora Wealth Management Ltd. 3Y 0.81%
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