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

Kovack 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 Q3	–	Sell	-25,000	Closed	-$480K	–	566
2023 Q2	$480K	Hold	25,000	–	–	0.06%	304
2023 Q1	$468K	Hold	25,000	–	–	0.06%	309
2022 Q4	$438K	Hold	25,000	–	–	0.06%	310
2022 Q3	$348K	Hold	25,000	–	–	0.05%	375
2022 Q2	$397K	Hold	25,000	–	–	0.05%	378
2022 Q1	$472K	Hold	25,000	–	–	0.05%	401
2021 Q4	$501K	Buy	+25,000	New	+$507K	0.05%	384

Other funds holding EUFN

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

Jane Street New York $1.21T AUM 78.12% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

ACIM

Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.96B AUM 32.75% 1-Year Est. Return

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

Kovack Advisors's EUFN Position: Q3 2023 in Review

Kovack Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2023, closing a stake of 25,000 shares — an estimated $480K sold.

Kovack Advisors first reported a position in EUFN in Q4 2021 and held it in 7 quarters. The position peaked at $501K in Q4 2021. 106 funds tracked by Wall St. Rank hold EUFN as of Q3 2023.

Kovack Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2023 after selling out during the quarter.
Kovack Advisors sold 25,000 iShares MSCI Europe Financials ETF shares in Q3 2023, an estimated $480K.
Kovack Advisors first reported a position in iShares MSCI Europe Financials ETF in Q4 2021 and held it in 7 quarters.
Kovack Advisors's iShares MSCI Europe Financials ETF position peaked at $501K in Q4 2021.
106 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2023.

Based on Kovack Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.