Cerity Partners
EUFN icon

Cerity Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Cerity Partners’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
-10,852
Closed -$268K – 2477
2024
Q3 		$268K Buy
10,852
+47
+0.4% +$1.1K ﹤0.01% 2134
2024
Q2 		$242K Sell
10,805
-104
-1% -$2.39K ﹤0.01% 1928
2024
Q1 		$248K Buy
+10,909
New +$230K ﹤0.01% 1979

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Cerity Partners's EUFN Position: Q4 2024 in Review

Cerity Partners sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2024, closing a stake of 10,852 shares — an estimated $268K sold.

Cerity Partners first reported a position in EUFN in Q1 2024 and held it in 3 quarters. The position peaked at $268K in Q3 2024. 130 funds tracked by Wall St. Rank hold EUFN as of Q4 2024.

  • Cerity Partners reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 10,852 iShares MSCI Europe Financials ETF shares in Q4 2024, an estimated $268K.
  • Cerity Partners first reported a position in iShares MSCI Europe Financials ETF in Q1 2024 and held it in 3 quarters.
  • Cerity Partners's iShares MSCI Europe Financials ETF position peaked at $268K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.