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Synergy Asset Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-645
Closed -$16K – 299
2024
Q4 		$16K Buy
+645
New +$15.4K ﹤0.01% 395

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JP Morgan Chase
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Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

Synergy Asset Management's EUFN Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2025, closing a stake of 645 shares — an estimated $16K sold.

Synergy Asset Management first reported a position in EUFN in Q4 2024 and held it in 1 quarter. The position peaked at $16K in Q4 2024. 161 funds tracked by Wall St. Rank hold EUFN as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 645 iShares MSCI Europe Financials ETF shares in Q1 2025, an estimated $16K.
  • Synergy Asset Management first reported a position in iShares MSCI Europe Financials ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares MSCI Europe Financials ETF position peaked at $16K in Q4 2024.
  • 161 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.