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EUFN icon

Covestor’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Covestor’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
-135
Closed -$3K – 2367
2024
Q3 		$3K Buy
135
+5
+4% +$117 ﹤0.01% 1764
2024
Q2 		$3K Buy
+130
New +$2.98K ﹤0.01% 1805

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Covestor's EUFN Position: Q4 2024 in Review

Covestor sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2024, closing a stake of 135 shares — an estimated $3K sold.

Covestor first reported a position in EUFN in Q2 2024 and held it in 2 quarters. The position peaked at $3K in Q3 2024. 130 funds tracked by Wall St. Rank hold EUFN as of Q4 2024.

  • Covestor reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2024 after selling out during the quarter.
  • Covestor sold 135 iShares MSCI Europe Financials ETF shares in Q4 2024, an estimated $3K.
  • Covestor first reported a position in iShares MSCI Europe Financials ETF in Q2 2024 and held it in 2 quarters.
  • Covestor's iShares MSCI Europe Financials ETF position peaked at $3K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2024.

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