Western Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Western Wealth Management’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 Q3	–	Sell	-12,085	Closed	-$172K	–	458
2020 Q2	$172K	Buy	+12,085	New	+$160K	0.03%	401

Other funds holding EUFN

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

Jane Street New York $1.21T AUM 78.12% 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

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

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

MIM

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

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

Western Wealth Management's EUFN Position: Q3 2020 in Review

Western Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2020, closing a stake of 12,085 shares — an estimated $172K sold.

Western Wealth Management first reported a position in EUFN in Q2 2020 and held it in 1 quarter. The position peaked at $172K in Q2 2020. 74 funds tracked by Wall St. Rank hold EUFN as of Q3 2020.

Western Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2020 after selling out during the quarter.
Western Wealth Management sold 12,085 iShares MSCI Europe Financials ETF shares in Q3 2020, an estimated $172K.
Western Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q2 2020 and held it in 1 quarter.
Western Wealth Management's iShares MSCI Europe Financials ETF position peaked at $172K in Q2 2020.
74 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2020.

Based on Western Wealth Management's 13F filing for Q3 2020, filed 27 Oct 2020.