IFP Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.4K | Buy |
+1,435
| New | +$45.4K | ﹤0.01% | 2089 |
|
|
2025
Q1 | – | Sell |
-81
| Closed | -$1.89K | – | 4429 |
|
|
2024
Q4 | $1.89K | Buy |
+81
| New | +$1.89K | ﹤0.01% | 3122 |
|
|
2023
Q3 | – | Sell |
-414
| Closed | -$7.94K | – | 3381 |
|
|
2023
Q2 | $7.94K | Buy |
+414
| New | +$7.94K | ﹤0.01% | 2372 |
|
|
2023
Q1 | – | Sell |
-777
| Closed | -$20K | – | 3711 |
|
|
2022
Q4 | $20K | Buy |
777
+361
| +87% | +$9.29K | ﹤0.01% | 2874 |
|
|
2022
Q3 | $10K | Hold |
416
| – | – | ﹤0.01% | 3632 |
|
|
2022
Q2 | $10K | Hold |
416
| – | – | ﹤0.01% | 3392 |
|
|
2022
Q1 | $10K | Buy |
416
+140
| +51% | +$3.37K | ﹤0.01% | 3392 |
|
|
2021
Q4 | $6K | Hold |
276
| – | – | ﹤0.01% | 2366 |
|
|
2021
Q3 | $6K | Sell |
276
-9
| -3% | -$196 | ﹤0.01% | 2417 |
|
|
2021
Q2 | $6K | Hold |
285
| – | – | ﹤0.01% | 2379 |
|
|
2021
Q1 | $6K | Buy |
285
+78
| +38% | +$1.64K | ﹤0.01% | 2315 |
|
|
2020
Q4 | $4K | Hold |
207
| – | – | ﹤0.01% | 2385 |
|
|
2020
Q3 | $3K | Hold |
207
| – | – | ﹤0.01% | 2332 |
|
|
2020
Q2 | $3K | Hold |
207
| – | – | ﹤0.01% | 2234 |
|
|
2020
Q1 | $3K | Hold |
207
| – | – | ﹤0.01% | 2206 |
|
|
2019
Q4 | $4K | Hold |
207
| – | – | ﹤0.01% | 2252 |
|
|
2019
Q3 | $4K | Buy |
+207
| New | +$4K | ﹤0.01% | 2413 |
|
|
2019
Q1 | – | Sell |
-4,466
| Closed | -$75K | – | 2652 |
|
|
2018
Q4 | $75K | Sell |
4,466
-1,395
| -24% | -$23.4K | ﹤0.01% | 1347 |
|
|
2018
Q3 | $119K | Sell |
5,861
-450
| -7% | -$9.14K | ﹤0.01% | 1361 |
|
|
2018
Q2 | $128K | Sell |
6,311
-1,694
| -21% | -$34.4K | 0.01% | 1330 |
|
|
2018
Q1 | $187K | Hold |
8,005
| – | – | 0.01% | 1023 |
|
|
2017
Q4 | $187K | Sell |
8,005
-18,830
| -70% | -$440K | 0.01% | 1022 |
|
|
2017
Q3 | $630K | Buy |
26,835
+30
| +0.1% | +$704 | 0.03% | 600 |
|
|
2017
Q2 | $588K | Buy |
26,805
+4,156
| +18% | +$91.2K | 0.02% | 618 |
|
|
2017
Q1 | $460K | Buy |
22,649
+246
| +1% | +$5K | 0.02% | 721 |
|
|
2016
Q4 | $425K | Buy |
22,403
+21,622
| +2,769% | +$410K | 0.02% | 687 |
|
|
2016
Q3 | $13K | Sell |
781
-15,075
| -95% | -$251K | ﹤0.01% | 2651 |
|
|
2016
Q2 | $249K | Buy |
+15,856
| New | +$249K | 0.01% | 862 |
|
|
2016
Q1 | – | Sell |
-408
| Closed | -$8K | – | 2682 |
|
|
2015
Q4 | $8K | Buy |
+408
| New | +$8K | ﹤0.01% | 2672 |
|