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

Monograph 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
2024 Q1	–	Sell	-24,176	Closed	-$507K	–	156
2023 Q4	$507K	Buy	24,176 +100	+0.4%	+$1.95K	0.09%	58
2023 Q3	$455K	Hold	24,076	–	–	0.09%	72
2023 Q2	$462K	Buy	24,076 +245	+1%	+$4.72K	0.1%	51
2023 Q1	$446K	Sell	23,831 -117	-0.5%	-$2.25K	0.1%	52
2022 Q4	$420K	Buy	+23,948	New	+$388K	0.11%	59

Other funds holding EUFN

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

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 New York $1.81T AUM 41.13% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Monograph Wealth Advisors's EUFN Position: Q1 2024 in Review

Monograph Wealth Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2024, closing a stake of 24,176 shares — an estimated $507K sold.

Monograph Wealth Advisors first reported a position in EUFN in Q4 2022 and held it in 5 quarters. The position peaked at $507K in Q4 2023. 108 funds tracked by Wall St. Rank hold EUFN as of Q1 2024.

Monograph Wealth Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 24,176 iShares MSCI Europe Financials ETF shares in Q1 2024, an estimated $507K.
Monograph Wealth Advisors first reported a position in iShares MSCI Europe Financials ETF in Q4 2022 and held it in 5 quarters.
Monograph Wealth Advisors's iShares MSCI Europe Financials ETF position peaked at $507K in Q4 2023.
108 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2024.

Based on Monograph Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.