Edge Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Edge Wealth Management’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
2021 Q4	–	Sell	-1,626	Closed	-$32K	–	530
2021 Q3	$32K	Hold	1,626	–	–	0.01%	217
2021 Q2	$32K	Buy	1,626 +509	+46%	+$10.3K	0.01%	228
2021 Q1	$22K	Buy	+1,117	New	+$20.7K	﹤0.01%	259

Other funds holding EUFN

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Edge Wealth Management's EUFN Position: Q4 2021 in Review

Edge Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2021, closing a stake of 1,626 shares — an estimated $32K sold.

Edge Wealth Management first reported a position in EUFN in Q1 2021 and held it in 3 quarters. The position peaked at $32K in Q3 2021. 111 funds tracked by Wall St. Rank hold EUFN as of Q4 2021.

Edge Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2021 after selling out during the quarter.
Edge Wealth Management sold 1,626 iShares MSCI Europe Financials ETF shares in Q4 2021, an estimated $32K.
Edge Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2021 and held it in 3 quarters.
Edge Wealth Management's iShares MSCI Europe Financials ETF position peaked at $32K in Q3 2021.
111 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2021.

Based on Edge Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.