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

Kore Private Wealth’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
2020
Q3 		– Sell
-2,119
Closed -$30K – 520
2020
Q2 		$30K Buy
+2,119
New +$28K 0.01% 569

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
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
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kore Private Wealth's EUFN Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2020, closing a stake of 2,119 shares — an estimated $30K sold.

Kore Private Wealth first reported a position in EUFN in Q2 2020 and held it in 1 quarter. The position peaked at $30K in Q2 2020. 74 funds tracked by Wall St. Rank hold EUFN as of Q3 2020.

  • Kore Private Wealth reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 2,119 iShares MSCI Europe Financials ETF shares in Q3 2020, an estimated $30K.
  • Kore Private Wealth first reported a position in iShares MSCI Europe Financials ETF in Q2 2020 and held it in 1 quarter.
  • Kore Private Wealth's iShares MSCI Europe Financials ETF position peaked at $30K in Q2 2020.
  • 74 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.