Pathstone Family Office’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Pathstone Family Office’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 Q2	–	Sell	-1,650	Closed	-$30.9K	–	1262
2023 Q1	$30.9K	Buy	+1,650	New	+$31.7K	﹤0.01%	1168
2019 Q2	–	Sell	-8,666	Closed	-$157K	–	713
2019 Q1	$157K	Buy	+8,666	New	+$157K	0.02%	191
2013 Q3	–	Sell	-2,313	Closed	-$45K	–	342
2013 Q2	$45K	Buy	+2,313	New	+$47.9K	0.05%	119

Other funds holding EUFN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pathstone Family Office's EUFN Position: Q2 2023 in Review

Pathstone Family Office sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2023, closing a stake of 1,650 shares — an estimated $30.9K sold.

Pathstone Family Office first reported a position in EUFN in Q2 2013 and held it in 3 quarters. The position peaked at $157K in Q1 2019. 117 funds tracked by Wall St. Rank hold EUFN as of Q2 2023.

Pathstone Family Office reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2023 after selling out during the quarter.
Pathstone Family Office sold 1,650 iShares MSCI Europe Financials ETF shares in Q2 2023, an estimated $30.9K.
Pathstone Family Office first reported a position in iShares MSCI Europe Financials ETF in Q2 2013 and held it in 3 quarters.
Pathstone Family Office's iShares MSCI Europe Financials ETF position peaked at $157K in Q1 2019.
117 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2023.

Based on Pathstone Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.