Guardian Wealth Advisors (North Carolina)’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-7,386	Closed	-$155K	–	459
2023 Q4	$155K	Sell	7,386 -2,384	-24%	-$46.5K	0.02%	250
2023 Q3	$185K	Sell	9,770 -989	-9%	-$19.1K	0.03%	240
2023 Q2	$206K	Sell	10,759 -533	-5%	-$10.3K	0.04%	224
2023 Q1	$211K	Buy	11,292 +698	+7%	+$13.4K	0.04%	210
2022 Q4	$186K	Sell	10,594 -300	-3%	-$4.86K	0.04%	201
2022 Q3	$152K	Sell	10,894 -355	-3%	-$5.48K	0.03%	197
2022 Q2	$179K	Sell	11,249 -333	-3%	-$5.8K	0.03%	191
2022 Q1	$219K	Buy	+11,582	New	+$230K	0.09%	157

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

Guardian Wealth Advisors (North Carolina)'s EUFN Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2024, closing a stake of 7,386 shares — an estimated $155K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in EUFN in Q1 2022 and held it in 8 quarters. The position peaked at $219K in Q1 2022. 108 funds tracked by Wall St. Rank hold EUFN as of Q1 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 7,386 iShares MSCI Europe Financials ETF shares in Q1 2024, an estimated $155K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares MSCI Europe Financials ETF in Q1 2022 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares MSCI Europe Financials ETF position peaked at $219K in Q1 2022.
108 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.