Concourse Financial Group Securities’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-576	Closed	-$14.3K	–	643
2024 Q4	$14.3K	Buy	+576	New	+$13.8K	﹤0.01%	1636
2024 Q2	–	Sell	-526	Closed	-$12.1K	–	2322
2024 Q1	$12K	Buy	+526	New	+$11.1K	﹤0.01%	1646
2019 Q4	–	Sell	-1	Closed	-$19	–	2071
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1864
2019 Q2	$0	Hold	1	–	–	﹤0.01%	2289
2019 Q1	$0	Buy	+1	New	+$18	﹤0.01%	2298
2018 Q4	–	Sell	-1	Closed	-$18	–	2152
2018 Q3	$0	Buy	+1	New	+$20	﹤0.01%	1645

Other funds holding EUFN

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

CWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

Concourse Financial Group Securities's EUFN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2025, closing a stake of 576 shares — an estimated $14.3K sold.

Concourse Financial Group Securities first reported a position in EUFN in Q3 2018 and held it in 6 quarters. The position peaked at $14.3K in Q4 2024. 161 funds tracked by Wall St. Rank hold EUFN as of Q1 2025.

Concourse Financial Group Securities reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 576 iShares MSCI Europe Financials ETF shares in Q1 2025, an estimated $14.3K.
Concourse Financial Group Securities first reported a position in iShares MSCI Europe Financials ETF in Q3 2018 and held it in 6 quarters.
Concourse Financial Group Securities's iShares MSCI Europe Financials ETF position peaked at $14.3K in Q4 2024.
161 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.