Advisor Group’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Advisor Group’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
2019 Q4	$14K	Buy	716 +665	+1,304%	+$12.3K	﹤0.01%	4144
2019 Q3	$1K	Hold	51	–	–	﹤0.01%	5109
2019 Q2	$1K	Hold	51	–	–	﹤0.01%	5097
2019 Q1	$1K	Sell	51 -12,918	-100%	-$234K	﹤0.01%	5060
2018 Q4	$220K	Buy	12,969 +12,718	+5,067%	+$234K	﹤0.01%	2019
2018 Q3	$5K	Buy	251 +75	+43%	+$1.53K	﹤0.01%	4581
2018 Q2	$4K	Sell	176 -587	-77%	-$13.2K	﹤0.01%	4456
2018 Q1	$18K	Sell	763 -1,263	-62%	-$30.6K	﹤0.01%	3734
2017 Q4	$47K	Sell	2,026 -22,647	-92%	-$524K	﹤0.01%	3124
2017 Q3	$580K	Sell	24,673 -5,343	-18%	-$122K	0.01%	1106
2017 Q2	$658K	Sell	30,016 -2,124	-7%	-$45.5K	0.01%	974
2017 Q1	$653K	Buy	32,140 +28,964	+912%	+$572K	0.01%	918
2016 Q4	$61K	Sell	3,176 -30	-0.9%	-$543	﹤0.01%	2442
2016 Q3	$55K	Buy	3,206 +218	+7%	+$3.61K	﹤0.01%	2464
2016 Q2	$46K	Buy	+2,988	New	+$53.6K	﹤0.01%	2471

Other funds holding EUFN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Advisor Group's EUFN Position: Q4 2019 in Review

Advisor Group increased its iShares MSCI Europe Financials ETF (EUFN) stake by 1,304% in Q4 2019, buying an estimated $12.3K and bringing the position to 716 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #4144.

Advisor Group first reported a position in EUFN in Q2 2016 and has held it in 15 quarters since. The position peaked at $658K in Q2 2017. 107 funds tracked by Wall St. Rank hold EUFN as of Q4 2019.

Advisor Group held 716 shares of iShares MSCI Europe Financials ETF worth $14K as of Q4 2019.
Advisor Group bought 665 iShares MSCI Europe Financials ETF shares in Q4 2019, an estimated $12.3K.
iShares MSCI Europe Financials ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4144 holding.
Advisor Group first reported a position in iShares MSCI Europe Financials ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares MSCI Europe Financials ETF position peaked at $658K in Q2 2017.
107 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.