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GI
Gradient Investments’s
iShares MSCI Europe Financials ETF
EUFN
Stock Holding History
Gradient 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
2024
Q1
–
Sell
-250
Closed
-$5.24K
–
1414
2023
Q4
$5.24K
Sell
250
-207
-45%
-$4.04K
﹤0.01%
980
2023
Q3
$8.64K
Hold
457
–
–
﹤0.01%
833
2023
Q2
$8.77K
Buy
457
+207
+83%
+$3.99K
﹤0.01%
829
2023
Q1
$4.67K
Hold
250
–
–
﹤0.01%
966
2022
Q4
$4.38K
Hold
250
–
–
﹤0.01%
954
2022
Q3
$3K
Buy
250
+86
+52%
+$1.33K
﹤0.01%
1052
2022
Q2
$3K
Hold
164
–
–
﹤0.01%
979
2022
Q1
$3K
Hold
164
–
–
﹤0.01%
968
2021
Q4
$3K
Hold
164
–
–
﹤0.01%
1012
2021
Q3
$3K
Buy
+164
New
+$3.25K
﹤0.01%
949
2019
Q4
–
Sell
-110
Closed
-$2K
–
1130
2019
Q3
$2K
Hold
110
–
–
﹤0.01%
922
2019
Q2
$2K
Buy
+110
New
+$2.06K
﹤0.01%
872
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$295B AUM
31.6%
1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
CWM
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$10.3B AUM
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1-Year Est. Return
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27.86%
1-Year Est. Return
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$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
ACIM
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$2.66B AUM
22.87%
1-Year Est. Return
RIG
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$6.46B AUM
18.45%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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