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Capital Asset Advisory Services’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-200
Closed -$4K – 923
2020
Q4 		$4K Buy
+200
New +$3.16K ﹤0.01% 1315

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MIM
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Royal Bank of Canada
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MML Investors Services
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PPFA
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Capital Asset Advisory Services's EUFN Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2021, closing a stake of 200 shares — an estimated $4K sold.

Capital Asset Advisory Services first reported a position in EUFN in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 93 funds tracked by Wall St. Rank hold EUFN as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 200 iShares MSCI Europe Financials ETF shares in Q1 2021, an estimated $4K.
  • Capital Asset Advisory Services first reported a position in iShares MSCI Europe Financials ETF in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's iShares MSCI Europe Financials ETF position peaked at $4K in Q4 2020.
  • 93 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.