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Worth Asset Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Worth Asset 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
2023
Q2 		– Sell
-1,560
Closed -$29.2K – 476
2023
Q1 		$29.2K Buy
+1,560
New +$29.9K 0.02% 226

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Worth Asset Management's EUFN Position: Q2 2023 in Review

Worth Asset Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2023, closing a stake of 1,560 shares — an estimated $29.2K sold.

Worth Asset Management first reported a position in EUFN in Q1 2023 and held it in 1 quarter. The position peaked at $29.2K in Q1 2023. 118 funds tracked by Wall St. Rank hold EUFN as of Q2 2023.

  • Worth Asset Management reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2023 after selling out during the quarter.
  • Worth Asset Management sold 1,560 iShares MSCI Europe Financials ETF shares in Q2 2023, an estimated $29.2K.
  • Worth Asset Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2023 and held it in 1 quarter.
  • Worth Asset Management's iShares MSCI Europe Financials ETF position peaked at $29.2K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2023.

Based on Worth Asset Management's 13F filing for Q2 2023, filed 11 Jul 2023.