EUFN — ISHARES TR

Ownership history in Waterfront Wealth Inc.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Waterfront Wealth Inc. 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
2.0% (2020 Q4)
Avg. % of fund
1.47%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 111,631 -40,860 -26.8% 0.81% $4.2M $37.09
2025 Q3 REDUCED 152,491 -91,829 -37.6% 1.04% $5.1M $33.85
2025 Q2 ADDED 244,320 +2,016 +0.8% 1.73% $7.7M $31.18
2025 Q1 REDUCED 242,304 -6,816 -2.7% 1.68% $6.9M $27.37
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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