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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

ACIM

Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.96B AUM 32.75% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments's EUFN Position: Q1 2024 in Review

Gradient Investments sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2024, closing a stake of 250 shares — an estimated $5.24K sold.

Gradient Investments first reported a position in EUFN in Q2 2019 and held it in 12 quarters. The position peaked at $8.77K in Q2 2023. 108 funds tracked by Wall St. Rank hold EUFN as of Q1 2024.

Gradient Investments reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 250 iShares MSCI Europe Financials ETF shares in Q1 2024, an estimated $5.24K.
Gradient Investments first reported a position in iShares MSCI Europe Financials ETF in Q2 2019 and held it in 12 quarters.
Gradient Investments's iShares MSCI Europe Financials ETF position peaked at $8.77K in Q2 2023.
108 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.