Realta Investment Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Realta Investment Advisors’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 Q3	–	Sell	-1,019	Closed	-$22.8K	–	460
2024 Q2	$22.8K	Hold	1,019	–	–	﹤0.01%	607
2024 Q1	$23.2K	Buy	+1,019	New	+$21.5K	﹤0.01%	622
2023 Q4	–	Sell	-1,019	Closed	-$19.6K	–	517
2023 Q3	$19.6K	Hold	1,019	–	–	﹤0.01%	616
2023 Q2	$19.6K	Buy	+1,019	New	+$19.6K	﹤0.01%	659
2023 Q1	–	Sell	-1,019	Closed	-$17.9K	–	519
2022 Q4	$17.9K	Hold	1,019	–	–	﹤0.01%	654
2022 Q3	$14K	Buy	+1,019	New	+$15.7K	﹤0.01%	655
2020 Q1	–	Sell	-862	Closed	-$16K	–	629
2019 Q4	$16K	Hold	862	–	–	﹤0.01%	990
2019 Q3	$16K	Hold	862	–	–	﹤0.01%	981
2019 Q2	$16K	Hold	862	–	–	﹤0.01%	1005
2019 Q1	$16K	Buy	+862	New	+$15.6K	0.01%	808

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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

Realta Investment Advisors's EUFN Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2024, closing a stake of 1,019 shares — an estimated $22.8K sold.

Realta Investment Advisors first reported a position in EUFN in Q1 2019 and held it in 10 quarters. The position peaked at $23.2K in Q1 2024. 123 funds tracked by Wall St. Rank hold EUFN as of Q3 2024.

Realta Investment Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 1,019 iShares MSCI Europe Financials ETF shares in Q3 2024, an estimated $22.8K.
Realta Investment Advisors first reported a position in iShares MSCI Europe Financials ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's iShares MSCI Europe Financials ETF position peaked at $23.2K in Q1 2024.
123 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.