Baldwin Wealth Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Baldwin Wealth Partners’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 Q2	–	Sell	-189	Closed	-$3.53K	–	770
2023 Q1	$3.53K	Sell	189 -136	-42%	-$2.61K	﹤0.01%	702
2022 Q4	$5.7K	Buy	+325	New	+$5.27K	﹤0.01%	650
2018 Q2	–	Sell	-6,500	Closed	-$150K	–	513
2018 Q1	$150K	Buy	6,500 +500	+8%	+$12.1K	0.02%	213
2017 Q4	$140K	Buy	+6,000	New	+$139K	0.02%	218

Other funds holding EUFN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baldwin Wealth Partners's EUFN Position: Q2 2023 in Review

Baldwin Wealth Partners sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2023, closing a stake of 189 shares — an estimated $3.53K sold.

Baldwin Wealth Partners first reported a position in EUFN in Q4 2017 and held it in 4 quarters. The position peaked at $150K in Q1 2018. 118 funds tracked by Wall St. Rank hold EUFN as of Q2 2023.

Baldwin Wealth Partners reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 189 iShares MSCI Europe Financials ETF shares in Q2 2023, an estimated $3.53K.
Baldwin Wealth Partners first reported a position in iShares MSCI Europe Financials ETF in Q4 2017 and held it in 4 quarters.
Baldwin Wealth Partners's iShares MSCI Europe Financials ETF position peaked at $150K in Q1 2018.
118 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2023.

Based on Baldwin Wealth Partners's 13F filing for Q2 2023, filed 14 Jul 2023.