EUFN β€” ISHARES TR

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

AI Ownership Summary

Waterfront Wealth Inc. reported ISHARES TR (EUFN) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.73% in 2025 Q2. The latest visible filing shows EUFN at 0.81% 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 Waterfront Wealth Inc.'s position in ISHARES TR, 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
2025 Q4

EUFN was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.73% 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 2025 Q4

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.

How Waterfront Wealth Inc. held EUFN β€” position size vs. price
% of Fund (quarterly)    EUFN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 111,631 -40,860 -26.8% 0.81% $4.2M 2026-02-14 (Est.) $36.61
2025 Q3 REDUCED 152,491 -91,829 -37.6% 1.04% $5.1M 2025-11-06 $33.56
2025 Q2 ADDED 244,320 +2,016 +0.8% 1.73% $7.7M 2025-08-04 $31.87
2025 Q1 REDUCED 242,304 -6,816 -2.7% 1.68% $6.9M 2025-04-25 $28.59
2024 Q4 ADDED 249,120 +7,921 +3.3% 1.41% $5.8M 2025-02-03 $23.85
2024 Q3 ADDED 241,199 +2,548 +1.1% 1.43% $5.9M 2024-10-31 $22.60
2024 Q2 ADDED 238,651 +5,915 +2.5% 1.45% $5.3M 2024-08-01 $21.15
2024 Q1 REDUCED 232,736 -4,193 -1.8% 1.46% $5.2M 2024-05-13 $21.46
2023 Q4 ADDED 236,929 +1,108 +0.5% 1.46% $5.0M 2024-01-31 $18.76
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EUFN

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.01% Byrne Asset Management LLC 3Y 0.01%

FAQ About Waterfront Wealth Inc. and EUFN

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

How long has Waterfront Wealth Inc. reported owning EUFN?

Waterfront Wealth Inc. reported EUFN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EUFN position in Waterfront Wealth Inc.'s portfolio?

The largest reported portfolio weight for EUFN was 1.73% in 2025 Q2.

What is the latest reported EUFN position on this page?

The most recent filing on this page is 2025 Q4, when Waterfront Wealth Inc. reported 111,631 shares, equal to 0.81% of portfolio, with an estimated market value of $4.2M.

What does the chart on this EUFN ownership page compare?

The chart compares Waterfront Wealth Inc.'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.

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