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

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

Historical chart of HB 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 HB 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $329k 13k 24.73
2024-06-30 $297k 13k 22.36
2024-03-31 $302k 13k 22.74

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Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation Call Option (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)

View all positions for HB Wealth Management

Top funds holding MSCI Europe Financials Sector Index Fund

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

View all funds holding MSCI Europe Financials Sector Index Fund