WWP
EUFN icon

WR Wealth Planners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-90
Closed -$2.23K – 1128
2024
Q3 		$2.23K Hold
90
– – ﹤0.01% 886
2024
Q2 		$2.01K Hold
90
– – ﹤0.01% 887
2024
Q1 		$2.05K Buy
+90
New +$1.9K ﹤0.01% 880

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
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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACIM
Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.66B AUM 22.87% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WR Wealth Planners's EUFN Position: Q4 2024 in Review

WR Wealth Planners sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2024, closing a stake of 90 shares — an estimated $2.23K sold.

WR Wealth Planners first reported a position in EUFN in Q1 2024 and held it in 3 quarters. The position peaked at $2.23K in Q3 2024. 130 funds tracked by Wall St. Rank hold EUFN as of Q4 2024.

  • WR Wealth Planners reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 90 iShares MSCI Europe Financials ETF shares in Q4 2024, an estimated $2.23K.
  • WR Wealth Planners first reported a position in iShares MSCI Europe Financials ETF in Q1 2024 and held it in 3 quarters.
  • WR Wealth Planners's iShares MSCI Europe Financials ETF position peaked at $2.23K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.