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	–	717
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	–	677
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Focused Wealth Management's EUFN Position: Q1 2019 in Review

Focused Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2019, closing a stake of 74 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in EUFN in Q2 2016 and held it in 10 quarters. The position peaked at $2K in Q1 2018. 91 funds tracked by Wall St. Rank hold EUFN as of Q1 2019.

Focused Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2019 after selling out during the quarter.
Focused Wealth Management sold 74 iShares MSCI Europe Financials ETF shares in Q1 2019, an estimated $1K.
Focused Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q2 2016 and held it in 10 quarters.
Focused Wealth Management's iShares MSCI Europe Financials ETF position peaked at $2K in Q1 2018.
91 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2019.

Based on Focused Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.