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Focused Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Focused Wealth 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
2019
Q1 		– Sell
-74
Closed -$1K – 723
2018
Q4 		$1K Buy
74
+1
+1% +$18 ﹤0.01% 641
2018
Q3 		$1K Hold
73
– – ﹤0.01% 609
2018
Q2 		$1K Buy
73
+3
+4% +$68 ﹤0.01% 601
2018
Q1 		$2K Hold
70
– – ﹤0.01% 618
2017
Q4 		$2K Buy
+70
New +$1.62K ﹤0.01% 608
2017
Q3 		– Sell
-70
Closed -$2K – 680
2017
Q2 		$2K Hold
70
– – ﹤0.01% 625
2017
Q1 		$1K Hold
70
– – ﹤0.01% 644
2016
Q4 		$1K Hold
70
– – ﹤0.01% 644
2016
Q3 		$1K Hold
70
– – ﹤0.01% 621
2016
Q2 		$1K Buy
+70
New +$1.26K ﹤0.01% 622

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return