Eagle Global Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Eagle Global Advisors’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
2019 Q2	–	Sell	-14,500	Closed	-$263K	–	227
2019 Q1	$263K	Sell	14,500 -53,600	-79%	-$972K	0.01%	198
2018 Q4	$1.15M	Buy	+68,100	New	+$1.25M	0.05%	133
2016 Q4	–	Sell	-17,520	Closed	-$301K	–	380
2016 Q3	$301K	Sell	17,520 -17,100	-49%	-$283K	0.01%	267
2016 Q2	$543K	Sell	34,620 -4,000	-10%	-$71.8K	0.02%	190
2016 Q1	$692K	Sell	38,620 -6,600	-15%	-$118K	0.02%	161
2015 Q4	$919K	Buy	45,220 +300	+0.7%	+$6.34K	0.03%	150
2015 Q3	$922K	Hold	44,920	–	–	0.03%	151
2015 Q2	$1.03M	Hold	44,920	–	–	0.03%	163
2015 Q1	$1.03M	Sell	44,920 -16,645	-27%	-$370K	0.03%	156
2014 Q4	$1.36M	Buy	+61,565	New	+$1.4M	0.03%	160

Other funds holding EUFN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Eagle Global Advisors's EUFN Position: Q2 2019 in Review

Eagle Global Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2019, closing a stake of 14,500 shares — an estimated $263K sold.

Eagle Global Advisors first reported a position in EUFN in Q4 2014 and held it in 10 quarters. The position peaked at $1.36M in Q4 2014. 92 funds tracked by Wall St. Rank hold EUFN as of Q2 2019.

Eagle Global Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2019 after selling out during the quarter.
Eagle Global Advisors sold 14,500 iShares MSCI Europe Financials ETF shares in Q2 2019, an estimated $263K.
Eagle Global Advisors first reported a position in iShares MSCI Europe Financials ETF in Q4 2014 and held it in 10 quarters.
Eagle Global Advisors's iShares MSCI Europe Financials ETF position peaked at $1.36M in Q4 2014.
92 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2019.

Based on Eagle Global Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.