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Lee Financial’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-481
Closed -$10.1K – 379
2023
Q4 		$10.1K Hold
481
– – ﹤0.01% 431
2023
Q3 		$9.1K Buy
+481
New +$9.3K ﹤0.01% 423

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lee Financial's EUFN Position: Q1 2024 in Review

Lee Financial sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2024, closing a stake of 481 shares — an estimated $10.1K sold.

Lee Financial first reported a position in EUFN in Q3 2023 and held it in 2 quarters. The position peaked at $10.1K in Q4 2023. 108 funds tracked by Wall St. Rank hold EUFN as of Q1 2024.

  • Lee Financial reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 481 iShares MSCI Europe Financials ETF shares in Q1 2024, an estimated $10.1K.
  • Lee Financial first reported a position in iShares MSCI Europe Financials ETF in Q3 2023 and held it in 2 quarters.
  • Lee Financial's iShares MSCI Europe Financials ETF position peaked at $10.1K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.