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IAG Wealth Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

IAG Wealth Partners’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
2020
Q2 		– Sell
-573
Closed -$8K – 429
2020
Q1 		$8K Hold
573
– – 0.01% 232
2019
Q4 		$12K Buy
+573
New +$10.6K 0.01% 232

Other funds holding EUFN

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

IAG Wealth Partners's EUFN Position: Q2 2020 in Review

IAG Wealth Partners sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2020, closing a stake of 573 shares — an estimated $8K sold.

IAG Wealth Partners first reported a position in EUFN in Q4 2019 and held it in 2 quarters. The position peaked at $12K in Q4 2019. 74 funds tracked by Wall St. Rank hold EUFN as of Q2 2020.

  • IAG Wealth Partners reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 573 iShares MSCI Europe Financials ETF shares in Q2 2020, an estimated $8K.
  • IAG Wealth Partners first reported a position in iShares MSCI Europe Financials ETF in Q4 2019 and held it in 2 quarters.
  • IAG Wealth Partners's iShares MSCI Europe Financials ETF position peaked at $12K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2020.

Based on IAG Wealth Partners's 13F filing for Q2 2020, filed 11 Feb 2021.