Waterfront Wealth’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 | $7.73M | Buy |
244,320
+2,016
| +0.8% | +$63.8K | 1.73% | 9 |
|
2025
Q1 | $6.9M | Sell |
242,304
-6,816
| -3% | -$194K | 1.68% | 8 |
|
2024
Q4 | $5.8M | Buy |
249,120
+7,921
| +3% | +$185K | 1.41% | 14 |
|
2024
Q3 | $5.85M | Buy |
241,199
+2,548
| +1% | +$61.8K | 1.43% | 13 |
|
2024
Q2 | $5.34M | Buy |
238,651
+5,915
| +3% | +$132K | 1.45% | 13 |
|
2024
Q1 | $5.21M | Sell |
232,736
-4,193
| -2% | -$93.8K | 1.46% | 13 |
|
2023
Q4 | $4.97M | Buy |
236,929
+1,108
| +0.5% | +$23.2K | 1.46% | 15 |
|
2023
Q3 | $4.31M | Buy |
235,821
+15,883
| +7% | +$290K | 1.41% | 15 |
|
2023
Q2 | $4.44M | Sell |
219,938
-8,416
| -4% | -$170K | 1.32% | 19 |
|
2023
Q1 | $4.27M | Sell |
228,354
-6,224
| -3% | -$116K | 1.4% | 16 |
|
2022
Q4 | $4.64M | Sell |
234,578
-5,598
| -2% | -$111K | 1.6% | 11 |
|
2022
Q3 | $3.71M | Sell |
240,176
-10,957
| -4% | -$169K | 1.41% | 12 |
|
2022
Q2 | $3.99M | Sell |
251,133
-994
| -0.4% | -$15.8K | 1.61% | 11 |
|
2022
Q1 | $4.69M | Buy |
252,127
+49,251
| +24% | +$916K | 1.66% | 13 |
|
2021
Q4 | $4.07M | Buy |
202,876
+3,640
| +2% | +$73K | 1.61% | 13 |
|
2021
Q3 | $3.91M | Buy |
199,236
+78,475
| +65% | +$1.54M | 1.89% | 12 |
|
2021
Q2 | $2.36M | Sell |
120,761
-11,380
| -9% | -$222K | 1.12% | 23 |
|
2021
Q1 | $2.58M | Sell |
132,141
-28,605
| -18% | -$557K | 1.3% | 21 |
|
2020
Q4 | $2.82M | Buy |
+160,746
| New | +$2.82M | 2% | 10 |
|