AWM
EUFN icon

Accurate Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Accurate Wealth Management’s Portfolio EUFN Stock Details EUFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-375
Closed -$7.07K – 623
2022
Q4 		$7.07K Buy
+375
New +$6.08K ﹤0.01% 946

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Accurate Wealth Management's EUFN Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2023, closing a stake of 375 shares — an estimated $7.07K sold.

Accurate Wealth Management first reported a position in EUFN in Q4 2022 and held it in 1 quarter. The position peaked at $7.07K in Q4 2022. 120 funds tracked by Wall St. Rank hold EUFN as of Q1 2023.

  • Accurate Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 375 iShares MSCI Europe Financials ETF shares in Q1 2023, an estimated $7.07K.
  • Accurate Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's iShares MSCI Europe Financials ETF position peaked at $7.07K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.