Wealthcare Advisory Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Wealthcare Advisory Partners’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
2020 Q2	–	Sell	-22	Closed	–	–	630
2020 Q1	$0	Hold	22	–	–	﹤0.01%	1509
2019 Q4	$0	Sell	22 -262	-92%	-$4.86K	﹤0.01%	1400
2019 Q3	$5K	Buy	284 +262	+1,191%	+$4.55K	﹤0.01%	1069
2019 Q2	$0	Hold	22	–	–	﹤0.01%	1324
2019 Q1	$0	Hold	22	–	–	﹤0.01%	1229
2018 Q4	$0	Hold	22	–	–	﹤0.01%	1216
2018 Q3	$0	Hold	22	–	–	﹤0.01%	1246
2018 Q2	$0	Hold	22	–	–	﹤0.01%	1254
2018 Q1	$1K	Hold	22	–	–	﹤0.01%	1008
2017 Q4	$1K	Hold	22	–	–	﹤0.01%	984
2017 Q3	$1K	Buy	+22	New	+$503	﹤0.01%	811

Other funds holding EUFN

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Wealthcare Advisory Partners's EUFN Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2020, closing a stake of 22 shares.

Wealthcare Advisory Partners first reported a position in EUFN in Q3 2017 and held it in 11 quarters. The position peaked at $5K in Q3 2019. 74 funds tracked by Wall St. Rank hold EUFN as of Q2 2020.

Wealthcare Advisory Partners reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 22 iShares MSCI Europe Financials ETF shares in Q2 2020.
Wealthcare Advisory Partners first reported a position in iShares MSCI Europe Financials ETF in Q3 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's iShares MSCI Europe Financials ETF position peaked at $5K in Q3 2019.
74 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.