GeoWealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
14,545
+3,975
| +38% | +$126K | 0.02% | 419 |
|
|
2025
Q1 | $301K | Buy |
10,570
+5,890
| +126% | +$168K | 0.01% | 553 |
|
|
2024
Q4 | $109K | Sell |
4,680
-136
| -3% | -$3.17K | ﹤0.01% | 944 |
|
|
2024
Q3 | $119K | Buy |
+4,816
| New | +$119K | ﹤0.01% | 858 |
|
|
2023
Q4 | – | Sell |
-11,502
| Closed | -$218K | – | 684 |
|
|
2023
Q3 | $218K | Sell |
11,502
-16,816
| -59% | -$319K | 0.02% | 277 |
|
|
2023
Q2 | $543K | Buy |
28,318
+5,936
| +27% | +$114K | 0.06% | 165 |
|
|
2023
Q1 | $419K | Buy |
+22,382
| New | +$419K | 0.05% | 145 |
|