Psagot Value Holdings’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Psagot Value Holdings’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
2020 Q2	–	Sell	-1,373	Closed	-$17K	–	380
2020 Q1	$17K	Hold	1,373	–	–	﹤0.01%	340
2019 Q4	$27K	Hold	1,373	–	–	﹤0.01%	379
2019 Q3	$24K	Hold	1,373	–	–	﹤0.01%	351
2019 Q2	$25K	Buy	+1,373	New	+$25.7K	﹤0.01%	354
2016 Q4	–	Sell	-323,860	Closed	-$5.56M	–	379
2016 Q3	$5.56M	Sell	323,860 -16,810	-5%	-$279K	0.23%	61
2016 Q2	$5.34M	Buy	340,670 +16,810	+5%	+$302K	0.23%	59
2016 Q1	$5.8M	Hold	323,860	–	–	0.24%	84
2015 Q4	$6.58M	Hold	323,860	–	–	0.24%	78
2015 Q3	$6.65M	Hold	323,860	–	–	0.24%	74
2015 Q2	$7.4M	Hold	323,860	–	–	0.23%	72
2015 Q1	$7.44M	Hold	323,860	–	–	0.23%	68
2014 Q4	$7.13M	Hold	323,860	–	–	0.24%	70
2014 Q3	$7.64M	Sell	323,860 -815	-0.3%	-$19.7K	0.26%	60
2014 Q2	$8.01M	Buy	324,675 +425	+0.1%	+$10.9K	0.27%	59
2014 Q1	$8.25M	Buy	324,250 +390	+0.1%	+$9.81K	0.28%	62
2013 Q4	$8.13M	Buy	+323,860	New	+$7.77M	0.28%	59

Other funds holding EUFN

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Psagot Value Holdings's EUFN Position: Q2 2020 in Review

Psagot Value Holdings sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2020, closing a stake of 1,373 shares — an estimated $17K sold.

Psagot Value Holdings first reported a position in EUFN in Q4 2013 and held it in 16 quarters. The position peaked at $8.25M in Q1 2014. 74 funds tracked by Wall St. Rank hold EUFN as of Q2 2020.

Psagot Value Holdings reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2020 after selling out during the quarter.
Psagot Value Holdings sold 1,373 iShares MSCI Europe Financials ETF shares in Q2 2020, an estimated $17K.
Psagot Value Holdings first reported a position in iShares MSCI Europe Financials ETF in Q4 2013 and held it in 16 quarters.
Psagot Value Holdings's iShares MSCI Europe Financials ETF position peaked at $8.25M in Q1 2014.
74 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2020.

Based on Psagot Value Holdings's 13F filing for Q2 2020, filed 29 Jul 2020.