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

SVB Wealth’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
Q1 		– Sell
-2,261
Closed -$44K – 630
2019
Q4 		$44K Buy
+2,261
New +$41.9K ﹤0.01% 613

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SVB Wealth's EUFN Position: Q1 2020 in Review

SVB Wealth sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2020, closing a stake of 2,261 shares — an estimated $44K sold.

SVB Wealth first reported a position in EUFN in Q4 2019 and held it in 1 quarter. The position peaked at $44K in Q4 2019. 80 funds tracked by Wall St. Rank hold EUFN as of Q1 2020.

  • SVB Wealth reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2020 after selling out during the quarter.
  • SVB Wealth sold 2,261 iShares MSCI Europe Financials ETF shares in Q1 2020, an estimated $44K.
  • SVB Wealth first reported a position in iShares MSCI Europe Financials ETF in Q4 2019 and held it in 1 quarter.
  • SVB Wealth's iShares MSCI Europe Financials ETF position peaked at $44K in Q4 2019.
  • 80 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2020.

Based on SVB Wealth's 13F filing for Q1 2020, filed 11 May 2020.