Acima Private Wealth’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Acima Private Wealth’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
2022 Q2	–	Sell	-71,956	Closed	-$1.36M	–	236
2022 Q1	$1.36M	Sell	71,956 -224	-0.3%	-$4.44K	0.63%	46
2021 Q4	$1.45M	Buy	72,180 +3,158	+5%	+$64K	0.62%	45
2021 Q3	$1.35M	Sell	69,022 -32	-0%	-$634	0.62%	47
2021 Q2	$1.35M	Sell	69,054 -6,868	-9%	-$139K	0.62%	48
2021 Q1	$1.46M	Buy	75,922 +2,002	+3%	+$37.1K	0.72%	43
2020 Q4	$1.3M	Buy	73,920 +9,121	+14%	+$144K	0.67%	47
2020 Q3	$890K	Buy	64,799 +1,403	+2%	+$20.8K	0.54%	55
2020 Q2	$902K	Buy	63,396 +133	+0.2%	+$1.76K	0.58%	52
2020 Q1	$793K	Buy	63,263 +11,084	+21%	+$189K	0.61%	46
2019 Q4	$1.02M	Buy	52,179 +5,344	+11%	+$99.1K	0.7%	38
2019 Q3	$824K	Buy	+46,835	New	+$814K	0.63%	40

Other funds holding EUFN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Acima Private Wealth's EUFN Position: Q2 2022 in Review

Acima Private Wealth sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2022, closing a stake of 71,956 shares — an estimated $1.36M sold.

Acima Private Wealth first reported a position in EUFN in Q3 2019 and held it in 11 quarters. The position peaked at $1.46M in Q1 2021. 101 funds tracked by Wall St. Rank hold EUFN as of Q2 2022.

Acima Private Wealth reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2022 after selling out during the quarter.
Acima Private Wealth sold 71,956 iShares MSCI Europe Financials ETF shares in Q2 2022, an estimated $1.36M.
Acima Private Wealth first reported a position in iShares MSCI Europe Financials ETF in Q3 2019 and held it in 11 quarters.
Acima Private Wealth's iShares MSCI Europe Financials ETF position peaked at $1.46M in Q1 2021.
101 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2022.

Based on Acima Private Wealth's 13F filing for Q2 2022, filed 29 Feb 2024.