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

Tradition 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
2024 Q1	–	Sell	-291	Closed	-$6K	–	633
2023 Q4	$6K	Buy	291 +5	+2%	+$98	﹤0.01%	1105
2023 Q3	$5K	Hold	286	–	–	﹤0.01%	1171
2023 Q2	$5K	Buy	286 +10	+4%	+$193	﹤0.01%	1201
2023 Q1	$5K	Hold	276	–	–	﹤0.01%	1144
2022 Q4	$5K	Buy	276 +1	+0.4%	+$16	﹤0.01%	1037
2022 Q3	$4K	Sell	275 -1	-0.4%	-$15	﹤0.01%	1104
2022 Q2	$4K	Buy	276 +12	+5%	+$209	﹤0.01%	993
2022 Q1	$5K	Hold	264	–	–	﹤0.01%	1029
2021 Q4	$5K	Sell	264 -244	-48%	-$4.95K	﹤0.01%	1047
2021 Q3	$10K	Hold	508	–	–	﹤0.01%	908
2021 Q2	$10K	Buy	+508	New	+$10.3K	﹤0.01%	944
2021 Q1	–	Sell	-498	Closed	-$9K	–	866
2020 Q4	$9K	Buy	+498	New	+$7.88K	﹤0.01%	760

Other funds holding EUFN

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ACIM

Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.96B AUM 32.75% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tradition Wealth Management's EUFN Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2024, closing a stake of 291 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in EUFN in Q4 2020 and held it in 12 quarters. The position peaked at $10K in Q3 2021. 108 funds tracked by Wall St. Rank hold EUFN as of Q1 2024.

Tradition Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 291 iShares MSCI Europe Financials ETF shares in Q1 2024, an estimated $6K.
Tradition Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's iShares MSCI Europe Financials ETF position peaked at $10K in Q3 2021.
108 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.