Orion Portfolio Solutions’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Orion Portfolio Solutions’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
2022 Q2	–	Sell	-24,999	Closed	-$473K	–	695
2022 Q1	$473K	Buy	24,999 +9,626	+63%	+$191K	0.02%	445
2021 Q4	$308K	Buy	15,373 +1,185	+8%	+$24K	0.01%	568
2021 Q3	$278K	Sell	14,188 -114	-0.8%	-$2.26K	0.01%	542
2021 Q2	$280K	Sell	14,302 -550	-4%	-$11.2K	0.01%	509
2021 Q1	$286K	Buy	+14,852	New	+$275K	0.01%	448
2020 Q3	–	Sell	-1	Closed	–	–	915
2020 Q2	$0	Hold	1	–	–	﹤0.01%	2250
2020 Q1	$0	Hold	1	–	–	﹤0.01%	2008
2019 Q4	$0	Buy	+1	New	+$19	﹤0.01%	1840

Other funds holding EUFN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

PPFA

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Orion Portfolio Solutions's EUFN Position: Q2 2022 in Review

Orion Portfolio Solutions sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2022, closing a stake of 24,999 shares — an estimated $473K sold.

Orion Portfolio Solutions first reported a position in EUFN in Q4 2019 and held it in 8 quarters. The position peaked at $473K in Q1 2022. 101 funds tracked by Wall St. Rank hold EUFN as of Q2 2022.

Orion Portfolio Solutions reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2022 after selling out during the quarter.
Orion Portfolio Solutions sold 24,999 iShares MSCI Europe Financials ETF shares in Q2 2022, an estimated $473K.
Orion Portfolio Solutions first reported a position in iShares MSCI Europe Financials ETF in Q4 2019 and held it in 8 quarters.
Orion Portfolio Solutions's iShares MSCI Europe Financials ETF position peaked at $473K in Q1 2022.
101 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2022.

Based on Orion Portfolio Solutions's 13F filing for Q2 2022, filed 14 Jul 2022.