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Source Financial Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Source Financial 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
2023
Q3 		– Sell
-28,318
Closed -$543K – 125
2023
Q2 		$543K Buy
28,318
+5,936
+27% +$114K 0.18% 77
2023
Q1 		$419K Buy
+22,382
New +$430K 0.14% 83

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
ACIM
Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.96B AUM 32.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Source Financial Advisors's EUFN Position: Q3 2023 in Review

Source Financial Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2023, closing a stake of 28,318 shares — an estimated $543K sold.

Source Financial Advisors first reported a position in EUFN in Q1 2023 and held it in 2 quarters. The position peaked at $543K in Q2 2023. 106 funds tracked by Wall St. Rank hold EUFN as of Q3 2023.

  • Source Financial Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2023 after selling out during the quarter.
  • Source Financial Advisors sold 28,318 iShares MSCI Europe Financials ETF shares in Q3 2023, an estimated $543K.
  • Source Financial Advisors first reported a position in iShares MSCI Europe Financials ETF in Q1 2023 and held it in 2 quarters.
  • Source Financial Advisors's iShares MSCI Europe Financials ETF position peaked at $543K in Q2 2023.
  • 106 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2023.

Based on Source Financial Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.