EFS
Essex Financial Services’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,500
| Closed | -$271K | – | 695 |
|
|
2025
Q1 | $271K | Hold |
9,500
| – | – | 0.02% | 519 |
|
|
2024
Q4 | $221K | Hold |
9,500
| – | – | 0.02% | 577 |
|
|
2024
Q3 | $231K | Sell |
9,500
-9,500
| -50% | -$231K | 0.02% | 560 |
|
|
2024
Q2 | $419K | Hold |
19,000
| – | – | 0.03% | 404 |
|
|
2024
Q1 | $432K | Hold |
19,000
| – | – | 0.04% | 356 |
|
|
2023
Q4 | $398K | Hold |
19,000
| – | – | 0.04% | 345 |
|
|
2023
Q3 | $359K | Hold |
19,000
| – | – | 0.04% | 342 |
|
|
2023
Q2 | $364K | Hold |
19,000
| – | – | 0.04% | 331 |
|
|
2023
Q1 | $355K | Sell |
19,000
-5,000
| -21% | -$93.5K | 0.04% | 346 |
|
|
2022
Q4 | $420K | Buy |
+24,000
| New | +$420K | 0.04% | 307 |
|