Private Capital Management (Colorado)’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Private Capital Management (Colorado)’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	$35.3K	Hold	1,513	–	–	0.01%	174
2024 Q3	$37.4K	Hold	1,513	–	–	0.01%	238
2024 Q2	$33.8K	Hold	1,513	–	–	0.01%	196
2024 Q1	$34.4K	Hold	1,513	–	–	0.01%	204
2023 Q4	$31.7K	Hold	1,513	–	–	0.01%	186
2023 Q3	$28.6K	Hold	1,513	–	–	0.01%	179
2023 Q2	$29K	Hold	1,513	–	–	0.01%	173
2023 Q1	$28.3K	Buy	+1,513	New	+$29K	0.01%	184

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 22.9% 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 New York $1.15T AUM 47.82% 1-Year Est. Return

Private Capital Management (Colorado)'s EUFN Position: Q4 2024 in Review

Private Capital Management (Colorado) held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q4 2024 at 1,513 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #174.

Private Capital Management (Colorado) first reported a position in EUFN in Q1 2023 and has held it in 8 quarters since. The position peaked at $37.4K in Q3 2024. 130 funds tracked by Wall St. Rank hold EUFN as of Q4 2024.

Private Capital Management (Colorado) held 1,513 shares of iShares MSCI Europe Financials ETF worth $35.3K as of Q4 2024.
Private Capital Management (Colorado) left its iShares MSCI Europe Financials ETF share count unchanged in Q4 2024.
iShares MSCI Europe Financials ETF made up 0.01% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #174 holding.
Private Capital Management (Colorado) first reported a position in iShares MSCI Europe Financials ETF in Q1 2023 and has held it in 8 quarters since.
Private Capital Management (Colorado)'s iShares MSCI Europe Financials ETF position peaked at $37.4K in Q3 2024.
130 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.