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Alpha Financial Partners’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Alpha Financial Partners’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
2024
Q4 		– Sell
-18,665
Closed -$912K – 98
2024
Q3 		$912K Buy
+18,665
New +$834K 0.65% 36

Other funds holding EPP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Alpha Financial Partners's EPP Position: Q4 2024 in Review

Alpha Financial Partners sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2024, closing a stake of 18,665 shares — an estimated $912K sold.

Alpha Financial Partners first reported a position in EPP in Q3 2024 and held it in 1 quarter. The position peaked at $912K in Q3 2024. 193 funds tracked by Wall St. Rank hold EPP as of Q4 2024.

  • Alpha Financial Partners reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 18,665 iShares MSCI Pacific ex Japan ETF shares in Q4 2024, an estimated $912K.
  • Alpha Financial Partners first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's iShares MSCI Pacific ex Japan ETF position peaked at $912K in Q3 2024.
  • 193 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.