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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
-98,600
Closed -$78.9K – 1263
2023
Q1 		$78.9K Buy
+98,600
New +$1.89M ﹤0.01% 1147

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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.