EWG Elevate’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

EWG Elevate’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 Q3	–	Sell	-71,271	Closed	-$1.37M	–	101
2023 Q2	$1.37M	Sell	71,271 -54,786	-43%	-$1.06M	0.57%	46
2023 Q1	$2.36M	Buy	+126,057	New	+$2.42M	1.01%	38

Other funds holding EUFN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Jane Street New York $1.21T AUM 78.12% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

ACIM

Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.96B AUM 32.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EWG Elevate's EUFN Position: Q3 2023 in Review

EWG Elevate sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2023, closing a stake of 71,271 shares — an estimated $1.37M sold.

EWG Elevate first reported a position in EUFN in Q1 2023 and held it in 2 quarters. The position peaked at $2.36M in Q1 2023. 106 funds tracked by Wall St. Rank hold EUFN as of Q3 2023.

EWG Elevate reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2023 after selling out during the quarter.
EWG Elevate sold 71,271 iShares MSCI Europe Financials ETF shares in Q3 2023, an estimated $1.37M.
EWG Elevate first reported a position in iShares MSCI Europe Financials ETF in Q1 2023 and held it in 2 quarters.
EWG Elevate's iShares MSCI Europe Financials ETF position peaked at $2.36M in Q1 2023.
106 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2023.

Based on EWG Elevate's 13F filing for Q3 2023, filed 10 Oct 2023.