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EverSource Wealth Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

EverSource Wealth 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
2024
Q2 		– Sell
-128
Closed -$2.85K – 3087
2024
Q1 		$2.85K Buy
+128
New +$2.7K ﹤0.01% 2268

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.96% 1-Year Est. Return
ACIM
Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.96B AUM 32.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

EverSource Wealth Advisors's EUFN Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2024, closing a stake of 128 shares — an estimated $2.85K sold.

EverSource Wealth Advisors first reported a position in EUFN in Q1 2024 and held it in 1 quarter. The position peaked at $2.85K in Q1 2024. 119 funds tracked by Wall St. Rank hold EUFN as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 128 iShares MSCI Europe Financials ETF shares in Q2 2024, an estimated $2.85K.
  • EverSource Wealth Advisors first reported a position in iShares MSCI Europe Financials ETF in Q1 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's iShares MSCI Europe Financials ETF position peaked at $2.85K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.