NewSquare Capital’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

NewSquare Capital’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
2023 Q4	–	Sell	-289	Closed	-$5.46K	–	540
2023 Q3	$5.46K	Buy	+289	New	+$5.59K	﹤0.01%	373
2017 Q1	–	Sell	-508	Closed	-$10K	–	326
2016 Q4	$10K	Hold	508	–	–	﹤0.01%	209
2016 Q3	$9K	Buy	+508	New	+$8.42K	﹤0.01%	261

Other funds holding EUFN

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

NewSquare Capital's EUFN Position: Q4 2023 in Review

NewSquare Capital sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2023, closing a stake of 289 shares — an estimated $5.46K sold.

NewSquare Capital first reported a position in EUFN in Q3 2016 and held it in 3 quarters. The position peaked at $10K in Q4 2016. 108 funds tracked by Wall St. Rank hold EUFN as of Q4 2023.

NewSquare Capital reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2023 after selling out during the quarter.
NewSquare Capital sold 289 iShares MSCI Europe Financials ETF shares in Q4 2023, an estimated $5.46K.
NewSquare Capital first reported a position in iShares MSCI Europe Financials ETF in Q3 2016 and held it in 3 quarters.
NewSquare Capital's iShares MSCI Europe Financials ETF position peaked at $10K in Q4 2016.
108 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2023.

Based on NewSquare Capital's 13F filing for Q4 2023, filed 1 Feb 2024.