Steward Partners Investment Advisory’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Hold |
12,272
| – | – | ﹤0.01% | 1418 |
|
|
2025
Q1 | $350K | Buy |
12,272
+350
| +3% | +$9.97K | ﹤0.01% | 1367 |
|
|
2024
Q4 | $278K | Buy |
11,922
+800
| +7% | +$18.6K | ﹤0.01% | 1449 |
|
|
2024
Q3 | $275K | Buy |
11,122
+882
| +9% | +$21.8K | ﹤0.01% | 1369 |
|
|
2024
Q2 | $229K | Hold |
10,240
| – | – | ﹤0.01% | 1381 |
|
|
2024
Q1 | $233K | Buy |
10,240
+3,000
| +41% | +$68.2K | ﹤0.01% | 1367 |
|
|
2023
Q4 | $152K | Hold |
7,240
| – | – | ﹤0.01% | 1492 |
|
|
2023
Q3 | $137K | Hold |
7,240
| – | – | ﹤0.01% | 1431 |
|
|
2023
Q2 | $139K | Sell |
7,240
-1,000
| -12% | -$19.2K | ﹤0.01% | 1433 |
|
|
2023
Q1 | $154K | Hold |
8,240
| – | – | ﹤0.01% | 1397 |
|
|
2022
Q4 | $144K | Buy |
8,240
+800
| +11% | +$14K | ﹤0.01% | 1391 |
|
|
2022
Q3 | $103K | Hold |
7,440
| – | – | ﹤0.01% | 1485 |
|
|
2022
Q2 | $118K | Buy |
7,440
+2,171
| +41% | +$34.4K | ﹤0.01% | 1433 |
|
|
2022
Q1 | $100K | Buy |
5,269
+600
| +13% | +$11.4K | ﹤0.01% | 1608 |
|
|
2021
Q4 | $94K | Buy |
+4,669
| New | +$94K | ﹤0.01% | 1626 |
|
|
2021
Q3 | – | Sell |
-110
| Closed | -$2K | – | 3223 |
|
|
2021
Q2 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 6860 |
|