Circle Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-26,646
Closed -$759K 220
2025
Q1
$759K Hold
26,646
0.02% 132
2024
Q4
$621K Buy
26,646
+923
+4% +$21.5K 0.01% 152
2024
Q3
$636K Hold
25,723
0.01% 151
2024
Q2
$575K Buy
+25,723
New +$575K 0.01% 150