AWM
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Ameliora Wealth Management’s iShares MSCI Philippines ETF EPHE Stock Holding History

Ameliora Wealth Management’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,015
Closed -$25.3K – 196
2023
Q3 		$25.3K Buy
+1,015
New +$25.8K 0.02% 153

Other funds holding EPHE

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HSBC Holdings
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AIM
Avanda Investment Management Singapore $63.1M AUM 2.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
DIM
DC Investments Management Mclean, Virginia $261M AUM 20.71% 1-Year Est. Return

Ameliora Wealth Management's EPHE Position: Q4 2023 in Review

Ameliora Wealth Management sold out of iShares MSCI Philippines ETF (EPHE) in Q4 2023, closing a stake of 1,015 shares — an estimated $25.3K sold.

Ameliora Wealth Management first reported a position in EPHE in Q3 2023 and held it in 1 quarter. The position peaked at $25.3K in Q3 2023. 36 funds tracked by Wall St. Rank hold EPHE as of Q4 2023.

  • Ameliora Wealth Management reported no remaining iShares MSCI Philippines ETF position as of Q4 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 1,015 iShares MSCI Philippines ETF shares in Q4 2023, an estimated $25.3K.
  • Ameliora Wealth Management first reported a position in iShares MSCI Philippines ETF in Q3 2023 and held it in 1 quarter.
  • Ameliora Wealth Management's iShares MSCI Philippines ETF position peaked at $25.3K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q4 2023.

Based on Ameliora Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.