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

Baker Tilly 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
2021
Q2 		– Sell
-10,000
Closed -$193K – 495
2021
Q1 		$193K Buy
+10,000
New +$185K 0.04% 452

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Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Baker Tilly Wealth Management's EUFN Position: Q2 2021 in Review

Baker Tilly Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2021, closing a stake of 10,000 shares — an estimated $193K sold.

Baker Tilly Wealth Management first reported a position in EUFN in Q1 2021 and held it in 1 quarter. The position peaked at $193K in Q1 2021. 121 funds tracked by Wall St. Rank hold EUFN as of Q2 2021.

  • Baker Tilly Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2021 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 10,000 iShares MSCI Europe Financials ETF shares in Q2 2021, an estimated $193K.
  • Baker Tilly Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2021 and held it in 1 quarter.
  • Baker Tilly Wealth Management's iShares MSCI Europe Financials ETF position peaked at $193K in Q1 2021.
  • 121 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2021, filed 30 Jul 2021.