Aevitas Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Aevitas Wealth Management’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 Q4	–	Sell	-213	Closed	-$10K	–	412
2018 Q3	$10K	Hold	213	–	–	0.01%	339
2018 Q2	$10K	Buy	213 +4	+2%	+$189	0.01%	322
2018 Q1	$10K	Hold	209	–	–	0.01%	318
2017 Q4	$10K	Buy	+209	New	+$9.87K	0.01%	316

Other funds holding EPP

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Aevitas Wealth Management's EPP Position: Q4 2018 in Review

Aevitas Wealth Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2018, closing a stake of 213 shares — an estimated $10K sold.

Aevitas Wealth Management first reported a position in EPP in Q4 2017 and held it in 4 quarters. The position peaked at $10K in Q3 2018. 224 funds tracked by Wall St. Rank hold EPP as of Q4 2018.

Aevitas Wealth Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2018 after selling out during the quarter.
Aevitas Wealth Management sold 213 iShares MSCI Pacific ex Japan ETF shares in Q4 2018, an estimated $10K.
Aevitas Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2017 and held it in 4 quarters.
Aevitas Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $10K in Q3 2018.
224 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.