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

WealthSource 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
2022
Q1 		– Sell
-22,310
Closed -$447K – 586
2021
Q4 		$447K Buy
22,310
+1,250
+6% +$25.3K 0.04% 330
2021
Q3 		$413K Sell
21,060
-375
-2% -$7.43K 0.04% 322
2021
Q2 		$419K Buy
21,435
+50
+0.2% +$1.01K 0.04% 303
2021
Q1 		$412K Buy
+21,385
New +$396K 0.04% 275

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthSource Partners's EUFN Position: Q1 2022 in Review

WealthSource Partners sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2022, closing a stake of 22,310 shares — an estimated $447K sold.

WealthSource Partners first reported a position in EUFN in Q1 2021 and held it in 4 quarters. The position peaked at $447K in Q4 2021. 104 funds tracked by Wall St. Rank hold EUFN as of Q1 2022.

  • WealthSource Partners reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2022 after selling out during the quarter.
  • WealthSource Partners sold 22,310 iShares MSCI Europe Financials ETF shares in Q1 2022, an estimated $447K.
  • WealthSource Partners first reported a position in iShares MSCI Europe Financials ETF in Q1 2021 and held it in 4 quarters.
  • WealthSource Partners's iShares MSCI Europe Financials ETF position peaked at $447K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.