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

Kingswood 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
Q4 		– Sell
-16,931
Closed -$320K – 650
2023
Q3 		$320K Buy
+16,931
New +$327K 0.05% 317

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Kingswood Wealth Advisors's EUFN Position: Q4 2023 in Review

Kingswood Wealth Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2023, closing a stake of 16,931 shares — an estimated $320K sold.

Kingswood Wealth Advisors first reported a position in EUFN in Q3 2023 and held it in 1 quarter. The position peaked at $320K in Q3 2023. 108 funds tracked by Wall St. Rank hold EUFN as of Q4 2023.

  • Kingswood Wealth Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2023 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 16,931 iShares MSCI Europe Financials ETF shares in Q4 2023, an estimated $320K.
  • Kingswood Wealth Advisors first reported a position in iShares MSCI Europe Financials ETF in Q3 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's iShares MSCI Europe Financials ETF position peaked at $320K in Q3 2023.
  • 108 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.