Next Financial Group’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Next Financial Group’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	-375	Closed	-$7K	–	2197
2019 Q4	$7K	Buy	+375	New	+$6.96K	﹤0.01%	1872
2017 Q2	–	Sell	-101	Closed	-$2K	–	1922
2017 Q1	$2K	Hold	101	–	–	﹤0.01%	1683
2016 Q4	$2K	Sell	101 -649	-87%	-$11.8K	﹤0.01%	2151
2016 Q3	$13K	Buy	+750	New	+$12.4K	﹤0.01%	1543

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

Next Financial Group's EUFN Position: Q1 2020 in Review

Next Financial Group sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2020, closing a stake of 375 shares — an estimated $7K sold.

Next Financial Group first reported a position in EUFN in Q3 2016 and held it in 4 quarters. The position peaked at $13K in Q3 2016. 80 funds tracked by Wall St. Rank hold EUFN as of Q1 2020.

Next Financial Group reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 375 iShares MSCI Europe Financials ETF shares in Q1 2020, an estimated $7K.
Next Financial Group first reported a position in iShares MSCI Europe Financials ETF in Q3 2016 and held it in 4 quarters.
Next Financial Group's iShares MSCI Europe Financials ETF position peaked at $13K in Q3 2016.
80 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.