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

WMS 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
2023 Q1	–	Sell	-44,900	Closed	-$787K	–	285
2022 Q4	$787K	Sell	44,900 -100	-0.2%	-$1.62K	0.08%	117
2022 Q3	$626K	Hold	45,000	–	–	0.09%	120
2022 Q2	$714K	Hold	45,000	–	–	0.11%	106
2022 Q1	$851K	Hold	45,000	–	–	0.12%	91
2021 Q4	$902K	Hold	45,000	–	–	0.19%	81
2021 Q3	$883K	Sell	45,000 -15,000	-25%	-$297K	0.13%	96
2021 Q2	$1.17M	Buy	60,000 +15,000	+33%	+$304K	0.17%	71
2021 Q1	$867K	Hold	45,000	–	–	0.2%	74
2020 Q4	$789K	Hold	45,000	–	–	0.14%	80
2020 Q3	$618K	Hold	45,000	–	–	0.12%	93
2020 Q2	$640K	Hold	45,000	–	–	0.13%	90
2020 Q1	$564K	Buy	+45,000	New	+$767K	0.16%	74

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

WMS Partners's EUFN Position: Q1 2023 in Review

WMS Partners sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2023, closing a stake of 44,900 shares — an estimated $787K sold.

WMS Partners first reported a position in EUFN in Q1 2020 and held it in 12 quarters. The position peaked at $1.17M in Q2 2021. 120 funds tracked by Wall St. Rank hold EUFN as of Q1 2023.

WMS Partners reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2023 after selling out during the quarter.
WMS Partners sold 44,900 iShares MSCI Europe Financials ETF shares in Q1 2023, an estimated $787K.
WMS Partners first reported a position in iShares MSCI Europe Financials ETF in Q1 2020 and held it in 12 quarters.
WMS Partners's iShares MSCI Europe Financials ETF position peaked at $1.17M in Q2 2021.
120 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2023.

Based on WMS Partners's 13F filing for Q1 2023, filed 12 May 2023.