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Financial Advocates Investment Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Financial Advocates Investment 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
2024
Q2 		– Sell
-18,816
Closed -$773K – 761
2024
Q1 		$773K Buy
18,816
+10,431
+124% +$220K 0.04% 362
2023
Q4 		$1.68M Buy
8,385
+6,335
+309% +$124K 0.11% 195
2023
Q3 		$376K Buy
+2,050
New +$39.6K 0.03% 475

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.66B AUM 22.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $871B AUM 31.28% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Financial Advocates Investment Management's EUFN Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2024, closing a stake of 18,816 shares — an estimated $773K sold.

Financial Advocates Investment Management first reported a position in EUFN in Q3 2023 and held it in 3 quarters. The position peaked at $1.68M in Q4 2023. 119 funds tracked by Wall St. Rank hold EUFN as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 18,816 iShares MSCI Europe Financials ETF shares in Q2 2024, an estimated $773K.
  • Financial Advocates Investment Management first reported a position in iShares MSCI Europe Financials ETF in Q3 2023 and held it in 3 quarters.
  • Financial Advocates Investment Management's iShares MSCI Europe Financials ETF position peaked at $1.68M in Q4 2023.
  • 119 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.