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

BigSur 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
2018 Q4	–	Sell	-10,148	Closed	-$206K	–	101
2018 Q3	$206K	Hold	10,148	–	–	0.13%	101
2018 Q2	$205K	Hold	10,148	–	–	0.15%	97
2018 Q1	$234K	Hold	10,148	–	–	0.17%	98
2017 Q4	$237K	Hold	10,148	–	–	0.24%	80
2017 Q3	$238K	Hold	10,148	–	–	0.24%	82
2017 Q2	$239K	Hold	10,148	–	–	0.24%	80
2017 Q1	$222K	Buy	+10,148	New	+$200K	0.24%	79

Other funds holding EUFN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

BigSur Wealth Management's EUFN Position: Q4 2018 in Review

BigSur Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2018, closing a stake of 10,148 shares — an estimated $206K sold.

BigSur Wealth Management first reported a position in EUFN in Q1 2017 and held it in 7 quarters. The position peaked at $239K in Q2 2017. 100 funds tracked by Wall St. Rank hold EUFN as of Q4 2018.

BigSur Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2018 after selling out during the quarter.
BigSur Wealth Management sold 10,148 iShares MSCI Europe Financials ETF shares in Q4 2018, an estimated $206K.
BigSur Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2017 and held it in 7 quarters.
BigSur Wealth Management's iShares MSCI Europe Financials ETF position peaked at $239K in Q2 2017.
100 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2018.

Based on BigSur Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.