Benjamin F. Edwards & Company’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$12K	Sell	535 -1,324	-71%	-$30.4K	﹤0.01%	1675
2024 Q1	$43K	Sell	1,859 -149	-7%	-$3.15K	﹤0.01%	1344
2023 Q4	$42K	Sell	2,008 -274	-12%	-$5.35K	﹤0.01%	1296
2023 Q3	$43K	Hold	2,282	–	–	﹤0.01%	1106
2023 Q2	$44K	Buy	2,282 +287	+14%	+$5.53K	﹤0.01%	1118
2023 Q1	$37K	Buy	+1,995	New	+$38.3K	﹤0.01%	1162
2019 Q4	–	Sell	-55	Closed	-$1K	–	1886
2019 Q3	$1K	Sell	55 -265	-83%	-$4.61K	﹤0.01%	1793
2019 Q2	$6K	Buy	+320	New	+$5.99K	﹤0.01%	1552

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

Morgan Stanley New York $1.89T AUM 35.08% 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

ACIM

Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.96B AUM 32.75% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Benjamin F. Edwards & Company's EUFN Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 71% in Q2 2024, selling an estimated $30.4K and leaving 535 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Benjamin F. Edwards & Company first reported a position in EUFN in Q2 2019 and has held it in 8 quarters since. The position peaked at $44K in Q2 2023. 119 funds tracked by Wall St. Rank hold EUFN as of Q2 2024.

Benjamin F. Edwards & Company held 535 shares of iShares MSCI Europe Financials ETF worth $12K as of Q2 2024.
Benjamin F. Edwards & Company sold 1,324 iShares MSCI Europe Financials ETF shares in Q2 2024, an estimated $30.4K.
iShares MSCI Europe Financials ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1675 holding.
Benjamin F. Edwards & Company first reported a position in iShares MSCI Europe Financials ETF in Q2 2019 and has held it in 8 quarters since.
Benjamin F. Edwards & Company's iShares MSCI Europe Financials ETF position peaked at $44K in Q2 2023.
119 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.