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MSCI Europe Financials Sector Index Fund shares owned by Circle Wealth Management

Quarter-by-quarter ownership of MSCI Europe Financials Sector Index Fund (EUFN) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in MSCI Europe Financials Sector Index Fund

Tip: Access up to 7 years of quarterly data

All positions including MSCI Europe Financials Sector Index Fund held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MSCI Europe Financials Sector Index Fund by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $636k 26k 24.73
2024-06-30 $575k 26k 22.36

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Nike CL B (NKE)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)

View all positions for Circle Wealth Management

Top funds holding MSCI Europe Financials Sector Index Fund

Fisher Investments
Jpmorgan Chase & Co
Jane Street
Congress Wealth Management LLC / DE /
Envestnet Asset Management
Azimuth Capital Investment Management
RiverFront Investment Group
Goldman Sachs Group
Bank Of Montreal
Bank of America Corporation
Waterfront Wealth
Raymond James & Associates
UBS Group
LPL Financial
BlackRock

View all funds holding MSCI Europe Financials Sector Index Fund