Bourgeon Capital Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Bourgeon Capital 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
2023 Q1	–	Sell	-800	Closed	-$14K	–	342
2022 Q4	$14K	Hold	800	–	–	﹤0.01%	222
2022 Q3	$11K	Hold	800	–	–	﹤0.01%	215
2022 Q2	$13K	Hold	800	–	–	﹤0.01%	210
2022 Q1	$15K	Hold	800	–	–	﹤0.01%	210
2021 Q4	$16K	Hold	800	–	–	﹤0.01%	198
2021 Q3	$16K	Hold	800	–	–	﹤0.01%	212
2021 Q2	$16K	Hold	800	–	–	﹤0.01%	211
2021 Q1	$15K	Buy	+800	New	+$14.8K	﹤0.01%	209

Other funds holding EUFN

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return