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Wagner Wealth Management (South Carolina)’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$1K Hold
40
– – ﹤0.01% 604
2018
Q2 		$1K Hold
40
– – ﹤0.01% 570
2018
Q1 		$1K Buy
+40
New +$968 ﹤0.01% 531

Other funds holding EUFN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s EUFN Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q3 2018 at 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Wagner Wealth Management (South Carolina) first reported a position in EUFN in Q1 2018 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold EUFN as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 40 shares of iShares MSCI Europe Financials ETF worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its iShares MSCI Europe Financials ETF share count unchanged in Q3 2018.
  • iShares MSCI Europe Financials ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #604 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares MSCI Europe Financials ETF in Q1 2018 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.