Centaurus Financial’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Centaurus Financial’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 Q4	–	Sell	-4,155	Closed	-$103K	–	882
2024 Q3	$103K	Buy	+4,155	New	+$97.3K	0.01%	815
2023 Q1	–	Sell	-96,261	Closed	-$1.69M	–	915
2022 Q4	$1.69M	Buy	+96,261	New	+$1.56M	0.16%	156
2022 Q1	–	Sell	-52,982	Closed	-$1.06M	–	918
2021 Q4	$1.06M	Buy	+52,982	New	+$1.07M	0.08%	266
2021 Q3	–	Sell	-55,300	Closed	-$1.08M	–	908
2021 Q2	$1.08M	Buy	55,300 +31,774	+135%	+$645K	0.09%	253
2021 Q1	$453K	Buy	+23,526	New	+$436K	0.04%	393
2020 Q1	–	Sell	-5,450	Closed	-$106K	–	554
2019 Q4	$106K	Buy	+5,450	New	+$101K	0.01%	605
2018 Q3	–	Sell	-9,912	Closed	-$201K	–	987
2018 Q2	$201K	Sell	9,912 -49,627	-83%	-$1.12M	0.03%	512
2018 Q1	$1.38M	Buy	+59,539	New	+$1.44M	0.32%	78

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

PPFA

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

CWM

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

Jane Street New York $1.21T AUM 78.12% 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

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

Centaurus Financial's EUFN Position: Q4 2024 in Review

Centaurus Financial sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2024, closing a stake of 4,155 shares — an estimated $103K sold.

Centaurus Financial first reported a position in EUFN in Q1 2018 and held it in 8 quarters. The position peaked at $1.69M in Q4 2022. 130 funds tracked by Wall St. Rank hold EUFN as of Q4 2024.

Centaurus Financial reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2024 after selling out during the quarter.
Centaurus Financial sold 4,155 iShares MSCI Europe Financials ETF shares in Q4 2024, an estimated $103K.
Centaurus Financial first reported a position in iShares MSCI Europe Financials ETF in Q1 2018 and held it in 8 quarters.
Centaurus Financial's iShares MSCI Europe Financials ETF position peaked at $1.69M in Q4 2022.
130 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2024.

Based on Centaurus Financial's 13F filing for Q4 2024, filed 12 Mar 2025.