Morningstar Investment Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Morningstar Investment 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
2021 Q2	–	Sell	-760,068	Closed	-$14.6M	–	43
2021 Q1	$14.6M	Buy	760,068 +34,460	+5%	+$638K	1.47%	19
2020 Q4	$12.7M	Buy	725,608 +362,984	+100%	+$5.74M	1.43%	20
2020 Q3	$4.98M	Buy	362,624 +52,039	+17%	+$770K	0.62%	27
2020 Q2	$4.42M	Sell	310,585 -302,359	-49%	-$4M	0.61%	26
2020 Q1	$7.68M	Buy	612,944 +380,574	+164%	+$6.48M	1.41%	18
2019 Q4	$4.53M	Buy	232,370 +34,724	+18%	+$644K	0.83%	17
2019 Q3	$3.46M	Buy	197,646 +32,781	+20%	+$570K	0.97%	14
2019 Q2	$2.99M	Buy	164,865 +63,483	+63%	+$1.19M	0.92%	16
2019 Q1	$1.84M	Buy	101,382 +18,599	+22%	+$337K	0.93%	14
2018 Q4	$1.4M	Buy	+82,783	New	+$1.52M	1.11%	14

Other funds holding EUFN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morningstar Investment Management's EUFN Position: Q2 2021 in Review

Morningstar Investment Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2021, closing a stake of 760,068 shares — an estimated $14.6M sold.

Morningstar Investment Management first reported a position in EUFN in Q4 2018 and held it in 10 quarters. The position peaked at $14.6M in Q1 2021. 121 funds tracked by Wall St. Rank hold EUFN as of Q2 2021.

Morningstar Investment Management reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2021 after selling out during the quarter.
Morningstar Investment Management sold 760,068 iShares MSCI Europe Financials ETF shares in Q2 2021, an estimated $14.6M.
Morningstar Investment Management first reported a position in iShares MSCI Europe Financials ETF in Q4 2018 and held it in 10 quarters.
Morningstar Investment Management's iShares MSCI Europe Financials ETF position peaked at $14.6M in Q1 2021.
121 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2021.

Based on Morningstar Investment Management's 13F filing for Q2 2021, filed 11 Aug 2021.