Acorn Wealth Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Acorn Wealth Advisors’s Portfolio EPP Stock Details EPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-106	Closed	-$5K	–	608
2018 Q1	$5K	Hold	106	–	–	﹤0.01%	621
2017 Q4	$5K	Buy	+106	New	+$5.01K	﹤0.01%	591

Other funds holding EPP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Acorn Wealth Advisors's EPP Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2018, closing a stake of 106 shares — an estimated $5K sold.

Acorn Wealth Advisors first reported a position in EPP in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 233 funds tracked by Wall St. Rank hold EPP as of Q2 2018.

Acorn Wealth Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 106 iShares MSCI Pacific ex Japan ETF shares in Q2 2018, an estimated $5K.
Acorn Wealth Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $5K in Q1 2018.
233 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.