Bogart Wealth LLC’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Bogart Wealth LLC’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
2022 Q1	–	Sell	-300	Closed	-$6K	–	792
2021 Q4	$6K	Hold	300	–	–	﹤0.01%	532
2021 Q3	$6K	Buy	+300	New	+$5.94K	﹤0.01%	518

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

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

PPFA

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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bogart Wealth LLC's EUFN Position: Q1 2022 in Review

Bogart Wealth LLC sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2022, closing a stake of 300 shares — an estimated $6K sold.

Bogart Wealth LLC first reported a position in EUFN in Q3 2021 and held it in 2 quarters. The position peaked at $6K in Q4 2021. 104 funds tracked by Wall St. Rank hold EUFN as of Q1 2022.

Bogart Wealth LLC reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2022 after selling out during the quarter.
Bogart Wealth LLC sold 300 iShares MSCI Europe Financials ETF shares in Q1 2022, an estimated $6K.
Bogart Wealth LLC first reported a position in iShares MSCI Europe Financials ETF in Q3 2021 and held it in 2 quarters.
Bogart Wealth LLC's iShares MSCI Europe Financials ETF position peaked at $6K in Q4 2021.
104 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2022.

Based on Bogart Wealth LLC's 13F filing for Q1 2022, filed 22 Apr 2022.