Congress 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 | $26.9M | Buy |
849,120
+5,583
| +0.7% | +$177K | 0.26% | 91 |
|
|
2025
Q1 | $24M | Sell |
843,537
-362,617
| -30% | -$10.3M | 0.29% | 86 |
|
|
2024
Q4 | $28.1M | Buy |
1,206,154
+1,908
| +0.2% | +$44.5K | 0.39% | 66 |
|
|
2024
Q3 | $29.8M | Sell |
1,204,246
-11,852
| -1% | -$293K | 0.4% | 62 |
|
|
2024
Q2 | $27.2M | Sell |
1,216,098
-14,277
| -1% | -$319K | 0.43% | 49 |
|
|
2024
Q1 | $28M | Buy |
1,230,375
+16,657
| +1% | +$379K | 0.48% | 46 |
|
|
2023
Q4 | $25.4M | Buy |
1,213,718
+4,808
| +0.4% | +$101K | 0.47% | 47 |
|
|
2023
Q3 | $22.9M | Buy |
1,208,910
+10,278
| +0.9% | +$194K | 0.47% | 46 |
|
|
2023
Q2 | $23M | Buy |
1,198,632
+15,842
| +1% | +$304K | 0.53% | 39 |
|
|
2023
Q1 | $22.1M | Buy |
+1,182,790
| New | +$22.1M | 0.53% | 37 |
|