HM Payson & Co’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

HM Payson & Co’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
2023 Q2	–	Sell	-500	Closed	-$9.35K	–	1022
2023 Q1	$9.35K	Hold	500	–	–	﹤0.01%	803
2022 Q4	$8.77K	Hold	500	–	–	﹤0.01%	756
2022 Q3	$7K	Hold	500	–	–	﹤0.01%	813
2022 Q2	$8K	Hold	500	–	–	﹤0.01%	835
2022 Q1	$9K	Hold	500	–	–	﹤0.01%	850
2021 Q4	$10K	Hold	500	–	–	﹤0.01%	860
2021 Q3	$10K	Hold	500	–	–	﹤0.01%	831
2021 Q2	$10K	Hold	500	–	–	﹤0.01%	818
2021 Q1	$10K	Hold	500	–	–	﹤0.01%	864
2020 Q4	$9K	Buy	+500	New	+$7.91K	﹤0.01%	871

Other funds holding EUFN

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

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

RIG

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

CWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HM Payson & Co's EUFN Position: Q2 2023 in Review

HM Payson & Co sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2023, closing a stake of 500 shares — an estimated $9.35K sold.

HM Payson & Co first reported a position in EUFN in Q4 2020 and held it in 10 quarters. The position peaked at $10K in Q4 2021. 118 funds tracked by Wall St. Rank hold EUFN as of Q2 2023.

HM Payson & Co reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2023 after selling out during the quarter.
HM Payson & Co sold 500 iShares MSCI Europe Financials ETF shares in Q2 2023, an estimated $9.35K.
HM Payson & Co first reported a position in iShares MSCI Europe Financials ETF in Q4 2020 and held it in 10 quarters.
HM Payson & Co's iShares MSCI Europe Financials ETF position peaked at $10K in Q4 2021.
118 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2023.

Based on HM Payson & Co's 13F filing for Q2 2023, filed 17 Jul 2023.