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Greenwood Capital Associates’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Greenwood Capital Associates’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
2025
Q1 		– Sell
-11,884
Closed -$277K – 248
2024
Q4 		$277K Sell
11,884
-104,615
-90% -$2.51M 0.04% 224
2024
Q3 		$2.88M Sell
116,499
-11,993
-9% -$281K 0.38% 75
2024
Q2 		$2.87M Buy
128,492
+3,745
+3% +$86K 0.38% 80
2024
Q1 		$2.84M Buy
124,747
+60,104
+93% +$1.27M 0.38% 75
2023
Q4 		$1.35M Buy
+64,643
New +$1.26M 0.18% 106
2023
Q2 		– Sell
-277,171
Closed -$5.18M – 244
2023
Q1 		$5.18M Sell
277,171
-115,588
-29% -$2.22M 0.74% 50
2022
Q4 		$6.89M Buy
392,759
+261,679
+200% +$4.24M 1.13% 33
2022
Q3 		$1.82M Sell
131,080
-48,006
-27% -$741K 0.31% 72
2022
Q2 		$2.84M Sell
179,086
-45,013
-20% -$784K 0.46% 60
2022
Q1 		$4.24M Buy
224,099
+13,791
+7% +$273K 1.11% 25
2021
Q4 		$4.22M Buy
210,308
+47,608
+29% +$965K 0.6% 52
2021
Q3 		$3.19M Buy
162,700
+592
+0.4% +$11.7K 0.49% 60
2021
Q2 		$3.17M Sell
162,108
-4,799
-3% -$97.4K 0.48% 56
2021
Q1 		$3.22M Buy
+166,907
New +$3.09M 0.51% 62
2018
Q4 		– Sell
-95,865
Closed -$1.94M – 172
2018
Q3 		$1.94M Buy
+95,865
New +$1.95M 0.42% 68
2018
Q2 		– Sell
-158,290
Closed -$3.66M – 201
2018
Q1 		$3.66M Buy
+158,290
New +$3.83M 0.89% 49
2017
Q2 		– Sell
-141,956
Closed -$2.88M – 202
2017
Q1 		$2.88M Buy
141,956
+22,816
+19% +$450K 0.76% 55
2016
Q4 		$2.26M Buy
+119,140
New +$2.16M 0.64% 70
2014
Q3 		– Sell
-44,393
Closed -$1.09M – 146
2014
Q2 		$1.09M Sell
44,393
-109
-0.2% -$2.8K 0.34% 82
2014
Q1 		$1.13M Sell
44,502
-4,430
-9% -$111K 0.36% 81
2013
Q4 		$1.23M Buy
48,932
+15,455
+46% +$371K 0.38% 85
2013
Q3 		$763K Buy
+33,477
New +$734K 0.27% 88

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

Greenwood Capital Associates's EUFN Position: Q1 2025 in Review

Greenwood Capital Associates sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2025, closing a stake of 11,884 shares — an estimated $277K sold.

Greenwood Capital Associates first reported a position in EUFN in Q3 2013 and held it in 22 quarters. The position peaked at $6.89M in Q4 2022. 161 funds tracked by Wall St. Rank hold EUFN as of Q1 2025.

  • Greenwood Capital Associates reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Greenwood Capital Associates sold 11,884 iShares MSCI Europe Financials ETF shares in Q1 2025, an estimated $277K.
  • Greenwood Capital Associates first reported a position in iShares MSCI Europe Financials ETF in Q3 2013 and held it in 22 quarters.
  • Greenwood Capital Associates's iShares MSCI Europe Financials ETF position peaked at $6.89M in Q4 2022.
  • 161 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2025.

Based on Greenwood Capital Associates's 13F filing for Q1 2025, filed 15 Apr 2025.