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TWM
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
–
867
2020
Q4
$9K
Buy
+498
New
+$7.88K
﹤0.01%
760
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1-Year Est. Return
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CWM
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1-Year Est. Return
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1-Year Est. Return
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$374B AUM
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1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
ACIM
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$2.66B AUM
22.87%
1-Year Est. Return
RIG
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$6.46B AUM
18.45%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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