NorthRock Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

NorthRock Partners’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 Q4	–	Sell	-122	Closed	-$3.02K	–	806
2024 Q3	$3.02K	Hold	122	–	–	﹤0.01%	796
2024 Q2	$2.73K	Buy	+122	New	+$2.8K	﹤0.01%	782
2024 Q1	–	Sell	-156	Closed	-$3.26K	–	823
2023 Q4	$3.26K	Buy	+156	New	+$3.05K	﹤0.01%	716

Other funds holding EUFN

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

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

CWM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NorthRock Partners's EUFN Position: Q4 2024 in Review

NorthRock Partners sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2024, closing a stake of 122 shares — an estimated $3.02K sold.

NorthRock Partners first reported a position in EUFN in Q4 2023 and held it in 3 quarters. The position peaked at $3.26K in Q4 2023. 130 funds tracked by Wall St. Rank hold EUFN as of Q4 2024.

NorthRock Partners reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2024 after selling out during the quarter.
NorthRock Partners sold 122 iShares MSCI Europe Financials ETF shares in Q4 2024, an estimated $3.02K.
NorthRock Partners first reported a position in iShares MSCI Europe Financials ETF in Q4 2023 and held it in 3 quarters.
NorthRock Partners's iShares MSCI Europe Financials ETF position peaked at $3.26K in Q4 2023.
130 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.