JFS Wealth Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

JFS Wealth Advisors’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	-80	Closed	-$1.5K	–	1989
2023 Q1	$1.5K	Buy	+80	New	+$1.54K	﹤0.01%	1465

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

JFS Wealth Advisors's EUFN Position: Q2 2023 in Review

JFS Wealth Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2023, closing a stake of 80 shares — an estimated $1.5K sold.

JFS Wealth Advisors first reported a position in EUFN in Q1 2023 and held it in 1 quarter. The position peaked at $1.5K in Q1 2023. 118 funds tracked by Wall St. Rank hold EUFN as of Q2 2023.

JFS Wealth Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2023 after selling out during the quarter.
JFS Wealth Advisors sold 80 iShares MSCI Europe Financials ETF shares in Q2 2023, an estimated $1.5K.
JFS Wealth Advisors first reported a position in iShares MSCI Europe Financials ETF in Q1 2023 and held it in 1 quarter.
JFS Wealth Advisors's iShares MSCI Europe Financials ETF position peaked at $1.5K in Q1 2023.
118 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.