Morningstar Investment Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-760,068
| Closed | -$14.6M | – | 43 |
|
|
2021
Q1 | $14.6M | Buy |
760,068
+34,460
| +5% | +$664K | 1.47% | 19 |
|
|
2020
Q4 | $12.7M | Buy |
725,608
+362,984
| +100% | +$6.37M | 1.43% | 20 |
|
|
2020
Q3 | $4.98M | Buy |
362,624
+52,039
| +17% | +$715K | 0.62% | 27 |
|
|
2020
Q2 | $4.42M | Sell |
310,585
-302,359
| -49% | -$4.3M | 0.61% | 26 |
|
|
2020
Q1 | $7.68M | Buy |
612,944
+380,574
| +164% | +$4.77M | 1.41% | 18 |
|
|
2019
Q4 | $4.53M | Buy |
232,370
+34,724
| +18% | +$677K | 0.83% | 17 |
|
|
2019
Q3 | $3.47M | Buy |
197,646
+32,781
| +20% | +$575K | 0.97% | 14 |
|
|
2019
Q2 | $2.99M | Buy |
164,865
+63,483
| +63% | +$1.15M | 0.92% | 16 |
|
|
2019
Q1 | $1.84M | Buy |
101,382
+18,599
| +22% | +$338K | 0.93% | 14 |
|
|
2018
Q4 | $1.4M | Buy |
+82,783
| New | +$1.4M | 1.11% | 14 |
|