SWP
EUFN icon

Strategic Wealth Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Strategic Wealth Partners’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
2019
Q2 		– Sell
-629
Closed -$11K – 753
2019
Q1 		$11K Buy
+629
New +$11.4K 0.01% 476

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Strategic Wealth Partners's EUFN Position: Q2 2019 in Review

Strategic Wealth Partners sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2019, closing a stake of 629 shares — an estimated $11K sold.

Strategic Wealth Partners first reported a position in EUFN in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 92 funds tracked by Wall St. Rank hold EUFN as of Q2 2019.

  • Strategic Wealth Partners reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 629 iShares MSCI Europe Financials ETF shares in Q2 2019, an estimated $11K.
  • Strategic Wealth Partners first reported a position in iShares MSCI Europe Financials ETF in Q1 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's iShares MSCI Europe Financials ETF position peaked at $11K in Q1 2019.
  • 92 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2019.

Based on Strategic Wealth Partners's 13F filing for Q2 2019, filed 6 Aug 2019.