Jamison Private Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Jamison Private Wealth Management’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 Q4	–	Sell	-87	Closed	-$2.15K	–	289
2024 Q3	$2.15K	Buy	+87	New	+$2.04K	﹤0.01%	421

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

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

CWM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Jamison Private Wealth Management's EUFN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2024, closing a stake of 87 shares — an estimated $2.15K sold.

Jamison Private Wealth Management first reported a position in EUFN in Q3 2024 and held it in 1 quarter. The position peaked at $2.15K in Q3 2024. 130 funds tracked by Wall St. Rank hold EUFN as of Q4 2024.

Jamison Private Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 87 iShares MSCI Europe Financials ETF shares in Q4 2024, an estimated $2.15K.
Jamison Private Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q3 2024 and held it in 1 quarter.
Jamison Private Wealth Management's iShares MSCI Europe Financials ETF position peaked at $2.15K in Q3 2024.
130 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.