Joseph P. Lucia & Associates’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-200	Closed	-$3K	–	205
2022 Q2	$3K	Hold	200	–	–	﹤0.01%	372
2022 Q1	$4K	Buy	+200	New	+$3.96K	﹤0.01%	366
2021 Q4	–	Sell	-200	Closed	-$4K	–	251
2021 Q3	$4K	Hold	200	–	–	﹤0.01%	453
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	457
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	436
2020 Q4	$4K	Buy	+200	New	+$3.16K	﹤0.01%	401
2020 Q3	–	Sell	-200	Closed	-$3K	–	194
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	407
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	370
2019 Q4	$4K	Hold	200	–	–	﹤0.01%	370
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	372
2019 Q2	$4K	Buy	+200	New	+$3.75K	﹤0.01%	374

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Joseph P. Lucia & Associates's EUFN Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2022, closing a stake of 200 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in EUFN in Q2 2019 and held it in 11 quarters. The position peaked at $4K in Q1 2022. 88 funds tracked by Wall St. Rank hold EUFN as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 200 iShares MSCI Europe Financials ETF shares in Q3 2022, an estimated $3K.
Joseph P. Lucia & Associates first reported a position in iShares MSCI Europe Financials ETF in Q2 2019 and held it in 11 quarters.
Joseph P. Lucia & Associates's iShares MSCI Europe Financials ETF position peaked at $4K in Q1 2022.
88 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.