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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 $540M AUM 33.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Harbor Wealth Advisors's EFNL Position: Q1 2020 in Review

Beacon Harbor Wealth Advisors sold out of iShares MSCI Finland ETF (EFNL) in Q1 2020, closing a stake of 80,666 shares — an estimated $3.07M sold.

Beacon Harbor Wealth Advisors first reported a position in EFNL in Q3 2019 and held it in 2 quarters. The position peaked at $3.07M in Q4 2019. 9 funds tracked by Wall St. Rank hold EFNL as of Q1 2020.

  • Beacon Harbor Wealth Advisors reported no remaining iShares MSCI Finland ETF position as of Q1 2020 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 80,666 iShares MSCI Finland ETF shares in Q1 2020, an estimated $3.07M.
  • Beacon Harbor Wealth Advisors first reported a position in iShares MSCI Finland ETF in Q3 2019 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's iShares MSCI Finland ETF position peaked at $3.07M in Q4 2019.
  • 9 funds tracked by Wall St. Rank held iShares MSCI Finland ETF as of Q1 2020.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.