Valley National Advisers’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Valley National Advisers’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
2023 Q4	–	Sell	-34	Closed	-$1K	–	1217
2023 Q3	$1K	Hold	34	–	–	﹤0.01%	925
2023 Q2	$1K	Hold	34	–	–	﹤0.01%	877
2023 Q1	$1K	Hold	34	–	–	﹤0.01%	808
2022 Q4	$0	Hold	34	–	–	﹤0.01%	887
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	832
2022 Q2	$1K	Hold	34	–	–	﹤0.01%	814
2022 Q1	$1K	Hold	34	–	–	﹤0.01%	838
2021 Q4	$1K	Hold	34	–	–	﹤0.01%	840
2021 Q3	$1K	Buy	+34	New	+$673	﹤0.01%	811

Other funds holding EUFN

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

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

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

CWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Valley National Advisers's EUFN Position: Q4 2023 in Review

Valley National Advisers sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2023, closing a stake of 34 shares — an estimated $1K sold.

Valley National Advisers first reported a position in EUFN in Q3 2021 and held it in 9 quarters. The position peaked at $1K in Q3 2023. 108 funds tracked by Wall St. Rank hold EUFN as of Q4 2023.

Valley National Advisers reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2023 after selling out during the quarter.
Valley National Advisers sold 34 iShares MSCI Europe Financials ETF shares in Q4 2023, an estimated $1K.
Valley National Advisers first reported a position in iShares MSCI Europe Financials ETF in Q3 2021 and held it in 9 quarters.
Valley National Advisers's iShares MSCI Europe Financials ETF position peaked at $1K in Q3 2023.
108 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.