Kozak & Associates, Inc. Ishares Msci Europe Financials Transaction History

Kozak & Associates, Inc.

$500 Million
Q4 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 18, 2025	BUY	$31.4 - $34.74 $2,794 - $3,091	89 New	89 $3,000
Q3 2023 Oct 17, 2023	BUY	$18.56 - $20.19 $2,023 - $2,200	109 New	109 $2,000

Others Institutions Holding EUFN

# of Institutions

222

Shares Held

73.8M

Call Options Held

54.9K

Put Options Held

210K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

35.9M
Shares

$1.25 Billion
0.45% of portfolio
Jpmorgan Chase & CO New York, NY

6.78M
Shares

$235 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.41M
Shares

$187 Million
0.01% of portfolio
1607 Capital Partners, LLC Richmond, VA

2.88M
Shares

$99.9 Million
7.49% of portfolio
River Front Investment Group, LLC Richmond, VA

2.42M
Shares

$84 Million
1.52% of portfolio

About ISHARES MSCI EUROPE FINANCIALS

Ticker EUFN
Sector ETFs
Industry ETFs

More about EUFN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kozak & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kozak & Associates, Inc. with notifications on news.