Glovista Investments’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Glovista Investments’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
2018 Q1	–	Sell	-53,759	Closed	-$1.25M	–	88
2017 Q4	$1.25M	Sell	53,759 -369,975	-87%	-$8.56M	0.25%	46
2017 Q3	$9.94M	Buy	423,734 +20,746	+5%	+$474K	1.9%	16
2017 Q2	$8.8M	Buy	+402,988	New	+$8.63M	1.93%	14
2015 Q2	–	Sell	-205,755	Closed	-$4.73M	–	78
2015 Q1	$4.73M	Buy	+205,755	New	+$4.58M	0.52%	30

Other funds holding EUFN

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PPFA

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Glovista Investments's EUFN Position: Q1 2018 in Review

Glovista Investments sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2018, closing a stake of 53,759 shares — an estimated $1.25M sold.

Glovista Investments first reported a position in EUFN in Q1 2015 and held it in 4 quarters. The position peaked at $9.94M in Q3 2017. 143 funds tracked by Wall St. Rank hold EUFN as of Q1 2018.

Glovista Investments reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2018 after selling out during the quarter.
Glovista Investments sold 53,759 iShares MSCI Europe Financials ETF shares in Q1 2018, an estimated $1.25M.
Glovista Investments first reported a position in iShares MSCI Europe Financials ETF in Q1 2015 and held it in 4 quarters.
Glovista Investments's iShares MSCI Europe Financials ETF position peaked at $9.94M in Q3 2017.
143 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2018.

Based on Glovista Investments's 13F filing for Q1 2018, filed 15 May 2018.