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

ORG 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
Q3 		– Sell
-88
Closed -$1.99K – 1235
2024
Q2 		$1.99K Buy
+88
New +$2.02K ﹤0.01% 1506
2024
Q1 		– Sell
-88
Closed -$1.84K – 709
2023
Q4 		$1.84K Buy
+88
New +$1.72K ﹤0.01% 966
2023
Q3 		– Sell
-95
Closed -$1.83K – 1440
2023
Q2 		$1.83K Buy
+95
New +$1.83K ﹤0.01% 1208

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ORG Partners's EUFN Position: Q3 2024 in Review

ORG Partners sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2024, closing a stake of 88 shares — an estimated $1.99K sold.

ORG Partners first reported a position in EUFN in Q2 2023 and held it in 3 quarters. The position peaked at $1.99K in Q2 2024. 123 funds tracked by Wall St. Rank hold EUFN as of Q3 2024.

  • ORG Partners reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2024 after selling out during the quarter.
  • ORG Partners sold 88 iShares MSCI Europe Financials ETF shares in Q3 2024, an estimated $1.99K.
  • ORG Partners first reported a position in iShares MSCI Europe Financials ETF in Q2 2023 and held it in 3 quarters.
  • ORG Partners's iShares MSCI Europe Financials ETF position peaked at $1.99K in Q2 2024.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.