Creative Planning’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 | $1.65M | Buy |
52,105
+8,652
| +20% | +$274K | ﹤0.01% | 1470 |
|
|
2025
Q1 | $1.24M | Sell |
43,453
-6,547
| -13% | -$187K | ﹤0.01% | 1537 |
|
|
2024
Q4 | $1.17M | Buy |
50,000
+40,477
| +425% | +$943K | ﹤0.01% | 1525 |
|
|
2024
Q3 | $236K | Sell |
9,523
-17,734
| -65% | -$439K | ﹤0.01% | 2717 |
|
|
2024
Q2 | $609K | Buy |
+27,257
| New | +$609K | ﹤0.01% | 1789 |
|
|
2023
Q4 | – | Sell |
-21,284
| Closed | -$402K | – | 2810 |
|
|
2023
Q3 | $402K | Buy |
21,284
+1,366
| +7% | +$25.8K | ﹤0.01% | 1710 |
|
|
2023
Q2 | $382K | Buy |
+19,918
| New | +$382K | ﹤0.01% | 1721 |
|
|
2021
Q2 | – | Sell |
-19,287
| Closed | -$372K | – | 2097 |
|
|
2021
Q1 | $372K | Sell |
19,287
-736
| -4% | -$14.2K | ﹤0.01% | 1614 |
|
|
2020
Q4 | $351K | Buy |
20,023
+1,225
| +7% | +$21.5K | ﹤0.01% | 1498 |
|
|
2020
Q3 | $258K | Buy |
18,798
+5,000
| +36% | +$68.6K | ﹤0.01% | 1498 |
|
|
2020
Q2 | $196K | Sell |
13,798
-5,158
| -27% | -$73.3K | ﹤0.01% | 1517 |
|
|
2020
Q1 | $238K | Sell |
18,956
-6,052
| -24% | -$76K | ﹤0.01% | 1282 |
|
|
2019
Q4 | $487K | Buy |
25,008
+300
| +1% | +$5.84K | ﹤0.01% | 1116 |
|
|
2019
Q3 | $435K | Buy |
24,708
+3,248
| +15% | +$57.2K | ﹤0.01% | 1140 |
|
|
2019
Q2 | $389K | Buy |
21,460
+7,662
| +56% | +$139K | ﹤0.01% | 1206 |
|
|
2019
Q1 | $251K | Hold |
13,798
| – | – | ﹤0.01% | 1430 |
|
|
2018
Q4 | $234K | Sell |
13,798
-1,052
| -7% | -$17.8K | ﹤0.01% | 1373 |
|
|
2018
Q3 | $301K | Sell |
14,850
-394
| -3% | -$7.99K | ﹤0.01% | 1381 |
|
|
2018
Q2 | $308K | Buy |
15,244
+501
| +3% | +$10.1K | ﹤0.01% | 1348 |
|
|
2018
Q1 | $341K | Buy |
14,743
+140
| +1% | +$3.24K | ﹤0.01% | 1263 |
|
|
2017
Q4 | $340K | Hold |
14,603
| – | – | ﹤0.01% | 1281 |
|
|
2017
Q3 | $343K | Sell |
14,603
-5,486
| -27% | -$129K | ﹤0.01% | 1240 |
|
|
2017
Q2 | $441K | Sell |
20,089
-30,429
| -60% | -$668K | ﹤0.01% | 1071 |
|
|
2017
Q1 | $1.03M | Buy |
50,518
+1,574
| +3% | +$32K | 0.01% | 656 |
|
|
2016
Q4 | $928K | Sell |
48,944
-13,392
| -21% | -$254K | 0.01% | 655 |
|
|
2016
Q3 | $1.07M | Buy |
62,336
+34,838
| +127% | +$598K | 0.01% | 569 |
|
|
2016
Q2 | $431K | Buy |
27,498
+27,448
| +54,896% | +$430K | ﹤0.01% | 846 |
|
|
2016
Q1 | $1K | Sell |
50
-21,630
| -100% | -$433K | ﹤0.01% | 4007 |
|
|
2015
Q4 | $441K | Buy |
21,680
+19,620
| +952% | +$399K | ﹤0.01% | 817 |
|
|
2015
Q3 | $42K | Sell |
2,060
-211,800
| -99% | -$4.32M | ﹤0.01% | 2144 |
|
|
2015
Q2 | $4.89M | Buy |
213,860
+168,050
| +367% | +$3.84M | 0.04% | 149 |
|
|
2015
Q1 | $1.05M | Buy |
45,810
+44,176
| +2,704% | +$1.01M | 0.01% | 439 |
|
|
2014
Q4 | $36K | Sell |
1,634
-75,400
| -98% | -$1.66M | ﹤0.01% | 2191 |
|
|
2014
Q3 | $1.82M | Buy |
77,034
+74,400
| +2,825% | +$1.75M | 0.02% | 262 |
|
|
2014
Q2 | $65K | Hold |
2,634
| – | – | ﹤0.01% | 1683 |
|
|
2014
Q1 | $67K | Buy |
2,634
+1,584
| +151% | +$40.3K | ﹤0.01% | 1623 |
|
|
2013
Q4 | $26K | Buy |
1,050
+500
| +91% | +$12.4K | ﹤0.01% | 2031 |
|
|
2013
Q3 | $13K | Buy |
550
+50
| +10% | +$1.18K | ﹤0.01% | 2312 |
|
|
2013
Q2 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 2271 |
|