Mission Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Mission Wealth Management’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 Q1	–	Sell	-11,000	Closed	-$214K	–	317
2019 Q4	$214K	Hold	11,000	–	–	0.02%	315
2019 Q3	$194K	Hold	11,000	–	–	0.02%	310
2019 Q2	$200K	Hold	11,000	–	–	0.02%	312
2019 Q1	$200K	Hold	11,000	–	–	0.02%	303
2018 Q4	$186K	Hold	11,000	–	–	0.02%	265
2018 Q3	$223K	Hold	11,000	–	–	0.03%	258
2018 Q2	$223K	Hold	11,000	–	–	0.03%	237
2018 Q1	$254K	Sell	11,000 -103	-0.9%	-$2.49K	0.04%	185
2017 Q4	$259K	Hold	11,103	–	–	0.04%	169
2017 Q3	$261K	Hold	11,103	–	–	0.05%	155
2017 Q2	$244K	Buy	11,103 +103	+0.9%	+$2.21K	0.05%	164
2017 Q1	$224K	Hold	11,000	–	–	0.04%	163
2016 Q4	$209K	Sell	11,000 -28,915	-72%	-$524K	0.04%	168
2016 Q3	$685K	Hold	39,915	–	–	0.17%	68
2016 Q2	$626K	Buy	+39,915	New	+$716K	0.17%	65

Other funds holding EUFN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

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

PPFA

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mission Wealth Management's EUFN Position: Q1 2020 in Review

Mission Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2020, closing a stake of 11,000 shares — an estimated $214K sold.

Mission Wealth Management first reported a position in EUFN in Q2 2016 and held it in 15 quarters. The position peaked at $685K in Q3 2016. 80 funds tracked by Wall St. Rank hold EUFN as of Q1 2020.

Mission Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2020 after selling out during the quarter.
Mission Wealth Management sold 11,000 iShares MSCI Europe Financials ETF shares in Q1 2020, an estimated $214K.
Mission Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q2 2016 and held it in 15 quarters.
Mission Wealth Management's iShares MSCI Europe Financials ETF position peaked at $685K in Q3 2016.
80 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2020.

Based on Mission Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.