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

Venturi 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
2023
Q4 		– Sell
-254
Closed -$4.8K – 1363
2023
Q3 		$4.8K Buy
+254
New +$4.91K ﹤0.01% 992

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APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
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

Venturi Wealth Management's EUFN Position: Q4 2023 in Review

Venturi Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2023, closing a stake of 254 shares — an estimated $4.8K sold.

Venturi Wealth Management first reported a position in EUFN in Q3 2023 and held it in 1 quarter. The position peaked at $4.8K in Q3 2023. 108 funds tracked by Wall St. Rank hold EUFN as of Q4 2023.

  • Venturi Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 254 iShares MSCI Europe Financials ETF shares in Q4 2023, an estimated $4.8K.
  • Venturi Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q3 2023 and held it in 1 quarter.
  • Venturi Wealth Management's iShares MSCI Europe Financials ETF position peaked at $4.8K in Q3 2023.
  • 108 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2023.

Based on Venturi Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.