Ellevest Inc’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-1,065	Closed	-$19.9K	–	757
2023 Q1	$19.9K	Buy	+1,065	New	+$20.4K	﹤0.01%	841
2022 Q3	–	Sell	-1,858	Closed	-$29K	–	1677
2022 Q2	$29K	Buy	+1,858	New	+$32.3K	﹤0.01%	689
2021 Q3	–	Sell	-36	Closed	-$1K	–	1452
2021 Q2	$1K	Buy	+36	New	+$730	﹤0.01%	1145
2020 Q2	–	Sell	-1,196	Closed	-$15K	–	1184
2020 Q1	$15K	Buy	+1,196	New	+$20.4K	﹤0.01%	476

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

APF

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ellevest Inc's EUFN Position: Q2 2023 in Review

Ellevest Inc sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2023, closing a stake of 1,065 shares — an estimated $19.9K sold.

Ellevest Inc first reported a position in EUFN in Q1 2020 and held it in 4 quarters. The position peaked at $29K in Q2 2022. 118 funds tracked by Wall St. Rank hold EUFN as of Q2 2023.

Ellevest Inc reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 1,065 iShares MSCI Europe Financials ETF shares in Q2 2023, an estimated $19.9K.
Ellevest Inc first reported a position in iShares MSCI Europe Financials ETF in Q1 2020 and held it in 4 quarters.
Ellevest Inc's iShares MSCI Europe Financials ETF position peaked at $29K in Q2 2022.
118 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.