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Sutton Wealth Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Sutton Wealth 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 		$21.4K Hold
1,132
– – 0.01% 352
2023
Q2 		$21.7K Buy
+1,132
New +$21.8K 0.01% 342

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

Sutton Wealth Advisors's EUFN Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q3 2023 at 1,132 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #352.

Sutton Wealth Advisors first reported a position in EUFN in Q2 2023 and has held it in 2 quarters since. The position peaked at $21.7K in Q2 2023. 106 funds tracked by Wall St. Rank hold EUFN as of Q3 2023.

  • Sutton Wealth Advisors held 1,132 shares of iShares MSCI Europe Financials ETF worth $21.4K as of Q3 2023.
  • Sutton Wealth Advisors left its iShares MSCI Europe Financials ETF share count unchanged in Q3 2023.
  • iShares MSCI Europe Financials ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #352 holding.
  • Sutton Wealth Advisors first reported a position in iShares MSCI Europe Financials ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's iShares MSCI Europe Financials ETF position peaked at $21.7K in Q2 2023.
  • 106 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.