Sugarloaf Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Sugarloaf Wealth Management’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 Q3	–	Sell	-64	Closed	-$1K	–	691
2020 Q2	$1K	Hold	64	–	–	﹤0.01%	632
2020 Q1	$1K	Sell	64 -128	-67%	-$2.18K	﹤0.01%	641
2019 Q4	$4K	Buy	+192	New	+$3.56K	﹤0.01%	567

Other funds holding EUFN

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

Jane Street New York $1.21T AUM 78.12% 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

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

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

MIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sugarloaf Wealth Management's EUFN Position: Q3 2020 in Review

Sugarloaf Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2020, closing a stake of 64 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in EUFN in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 74 funds tracked by Wall St. Rank hold EUFN as of Q3 2020.

Sugarloaf Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2020 after selling out during the quarter.
Sugarloaf Wealth Management sold 64 iShares MSCI Europe Financials ETF shares in Q3 2020, an estimated $1K.
Sugarloaf Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q4 2019 and held it in 3 quarters.
Sugarloaf Wealth Management's iShares MSCI Europe Financials ETF position peaked at $4K in Q4 2019.
74 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.