BHWA
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Beacon Harbor Wealth Advisors’s iShares MSCI Finland ETF EFNL Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio EFNL Stock Details EFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-80,666
Closed -$3.07M – 45
2019
Q4 		$3.07M Buy
80,666
+7,610
+10% +$282K 1.82% 12
2019
Q3 		$2.71M Buy
+73,056
New +$2.67M 1.73% 13

Other funds holding EFNL

MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return