North Star Investment Management Corp. EUFN — ISHARES MSCI EUROPE FINANCIALS ETF

Ownership history in North Star Investment Management Corp.  ·  15 quarters on record

AI Ownership Summary

North Star Investment Management Corp. reported ISHARES MSCI EUROPE FINANCIALS ETF (EUFN) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2025 Q2. The latest visible filing shows EUFN at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EUFN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was North Star Investment Management Corp.'s position in ISHARES MSCI EUROPE FINANCIALS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EUFN was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EUFN stock page North Star Investment Management Corp. fund profile North Star Investment Management Corp. full holdings
How North Star Investment Management Corp. held EUFN — position size vs. price
% of Fund (quarterly)    EUFN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 100,247 -34,981 -25.9% 0.21% $3.5M 2026-04-23 $36.06
2025 Q4 REDUCED 31.3% -6.0% ✅ 135,228 -61,659 -31.3% 0.31% $5.0M 2026-01-30 $37.10
2025 Q3 REDUCED — — — 196,887 -330 -0.2% 0.43% $6.8M 2025-10-22 $31.80
2025 Q2 ADDED — — — 197,217 +50,564 +34.5% 0.43% $6.2M 2025-07-15 $30.05
2025 Q1 ADDED — — — 146,653 +142,320 +3284.6% 0.30% $4.2M 2025-04-17 $26.61
2024 Q4 UNCHANGED — — — 4,333 — 0% 0.01% $101K 2025-02-10 $24.05
2024 Q3 UNCHANGED — — — 4,333 — 0% 0.01% $107K 2024-10-30 $22.02
2024 Q2 UNCHANGED — — — 4,333 — 0% 0.01% $97K 2024-08-06 $19.73
2024 Q1 ADDED — — — 4,333 +568 +15.1% 0.01% $99K 2024-04-30 $19.68
2023 Q4 UNCHANGED — — — 3,765 — 0% 0.01% $79K 2024-01-10 $18.40
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EUFN

As of 2026 Q1 — sorted by position size

1607 Capital Partners, LLC 3Y 7Y 7.72% Spruce Point Capital Management, LLC 3.6% Westview Management dba Westview Investment Advisors 2.64% Arlington Capital Management, Inc. 3Y 7Y 2.44% Viewpoint Capital Management LLC 3Y 1.88% Riggs Asset Managment Co. Inc. 3Y 7Y 1.87% Banco de Sabadell, S.A 3Y 7Y 1.68% Evergreen Private Wealth LLC 1.37% Ameliora Wealth Management Ltd. 3Y 1.2% Bright Futures Wealth Management, LLC. 0.99%

FAQ About North Star Investment Management Corp. and EUFN

These are the practical questions this page is built to answer before you even open the full history table.

How long has North Star Investment Management Corp. reported owning EUFN?

North Star Investment Management Corp. reported EUFN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EUFN position in North Star Investment Management Corp.'s portfolio?

The largest reported portfolio weight for EUFN was 0.43% in 2025 Q2.

What is the latest reported EUFN position on this page?

The most recent filing on this page is 2026 Q1, when North Star Investment Management Corp. reported 100,247 shares, equal to 0.21% of portfolio, with an estimated market value of $3.5M.

What does the chart on this EUFN ownership page compare?

The chart compares North Star Investment Management Corp.'s quarterly EUFN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did North Star Investment Management Corp. time their EUFN position?

Based on 13F filing dates vs. subsequent EUFN price moves, North Star Investment Management Corp. correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on EUFN relative to SPY over the holding period was +11.2%.

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