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Windsor Creek Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Windsor Creek Advisors’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
2021
Q4 		– Sell
-15,000
Closed -$294K – 114
2021
Q3 		$294K Sell
15,000
-89,439
-86% -$1.77M 0.08% 114
2021
Q2 		$2.04M Buy
+104,439
New +$2.12M 0.53% 45

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Windsor Creek Advisors's EUFN Position: Q4 2021 in Review

Windsor Creek Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2021, closing a stake of 15,000 shares — an estimated $294K sold.

Windsor Creek Advisors first reported a position in EUFN in Q2 2021 and held it in 2 quarters. The position peaked at $2.04M in Q2 2021. 110 funds tracked by Wall St. Rank hold EUFN as of Q4 2021.

  • Windsor Creek Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2021 after selling out during the quarter.
  • Windsor Creek Advisors sold 15,000 iShares MSCI Europe Financials ETF shares in Q4 2021, an estimated $294K.
  • Windsor Creek Advisors first reported a position in iShares MSCI Europe Financials ETF in Q2 2021 and held it in 2 quarters.
  • Windsor Creek Advisors's iShares MSCI Europe Financials ETF position peaked at $2.04M in Q2 2021.
  • 110 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2021.

Based on Windsor Creek Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.