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Dorsey & Whitney Trust’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Dorsey & Whitney Trust’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
2023
Q3 		– Sell
-49,286
Closed -$945K – 599
2023
Q2 		$945K Hold
49,286
– – 0.08% 211
2023
Q1 		$922K Hold
49,286
– – 0.08% 210
2022
Q4 		$864K Sell
49,286
-738
-1% -$12K 0.08% 219
2022
Q3 		$696K Buy
50,024
+9,570
+24% +$148K 0.07% 234
2022
Q2 		$642K Hold
40,454
– – 0.07% 250
2022
Q1 		$765K Sell
40,454
-42,459
-51% -$842K 0.07% 244
2021
Q4 		$1.66M Buy
82,913
+11,415
+16% +$231K 0.14% 145
2021
Q3 		$1.4M Hold
71,498
– – 0.13% 150
2021
Q2 		$1.4M Buy
+71,498
New +$1.45M 0.13% 149

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APF
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Morgan Stanley
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Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
ACIM
Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.66B AUM 22.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return