Wealthspire Advisors (Maryland)’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Wealthspire Advisors (Maryland)’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 Q4	–	Sell	-2,145	Closed	-$44K	–	2466
2018 Q3	$44K	Hold	2,145	–	–	﹤0.01%	1012
2018 Q2	$43K	Hold	2,145	–	–	﹤0.01%	1032
2018 Q1	$50K	Hold	2,145	–	–	﹤0.01%	983
2017 Q4	$50K	Buy	+2,145	New	+$49.6K	﹤0.01%	1010

Other funds holding EUFN

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PPFA

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

Wealthspire Advisors (Maryland)'s EUFN Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2018, closing a stake of 2,145 shares — an estimated $44K sold.

Wealthspire Advisors (Maryland) first reported a position in EUFN in Q4 2017 and held it in 4 quarters. The position peaked at $50K in Q1 2018. 100 funds tracked by Wall St. Rank hold EUFN as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,145 iShares MSCI Europe Financials ETF shares in Q4 2018, an estimated $44K.
Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Europe Financials ETF in Q4 2017 and held it in 4 quarters.
Wealthspire Advisors (Maryland)'s iShares MSCI Europe Financials ETF position peaked at $50K in Q1 2018.
100 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.