Valeo Financial Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+6,685
| New | +$211K | 0.01% | 688 |
|
|
2024
Q4 | – | Sell |
-11,212
| Closed | -$277K | – | 704 |
|
|
2024
Q3 | $277K | Hold |
11,212
| – | – | 0.01% | 551 |
|
|
2024
Q2 | $251K | Hold |
11,212
| – | – | 0.01% | 549 |
|
|
2024
Q1 | $251K | Hold |
11,212
| – | – | 0.01% | 553 |
|
|
2023
Q4 | $235K | Buy |
+11,212
| New | +$235K | 0.01% | 560 |
|
|
2021
Q2 | – | Sell |
-1,114
| Closed | -$21K | – | 842 |
|
|
2021
Q1 | $21K | Hold |
1,114
| – | – | ﹤0.01% | 1082 |
|
|
2020
Q4 | $20K | Hold |
1,114
| – | – | ﹤0.01% | 1003 |
|
|
2020
Q3 | $15K | Buy |
+1,114
| New | +$15K | ﹤0.01% | 943 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$20K | – | 1795 |
|
|
2018
Q2 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 755 |
|
|
2018
Q1 | $23K | Buy |
+1,000
| New | +$23K | ﹤0.01% | 672 |
|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$23K | – | 1412 |
|
|
2017
Q3 | $23K | Buy |
+1,000
| New | +$23K | 0.01% | 529 |
|