American Portfolios Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

American Portfolios 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
2022 Q3	$5.25K	Hold	140	–	–	﹤0.01%	2799
2022 Q2	$5.83K	Hold	140	–	–	﹤0.01%	2773
2022 Q1	$6.89K	Hold	140	–	–	﹤0.01%	2841
2021 Q4	$6.69K	Hold	140	–	–	﹤0.01%	2788
2021 Q3	$6.83K	Sell	140 -300	-68%	-$15.3K	﹤0.01%	2720
2021 Q2	$22.8K	Buy	440 +300	+214%	+$15.7K	﹤0.01%	2163
2021 Q1	$7.03K	Sell	140 -24	-15%	-$1.2K	﹤0.01%	2546
2020 Q4	$7.85K	Buy	164 +24	+17%	+$1.07K	﹤0.01%	2225
2020 Q3	$5.68K	Sell	140 -74	-35%	-$3.06K	﹤0.01%	2218
2020 Q2	$8.51K	Buy	214 +49	+30%	+$1.83K	﹤0.01%	1990
2020 Q1	$5.59K	Buy	165 +40	+32%	+$1.7K	﹤0.01%	2046
2019 Q4	$5.79K	Hold	125	–	–	﹤0.01%	2225
2019 Q3	$5.59K	Hold	125	–	–	﹤0.01%	2157
2019 Q2	$5.9K	Hold	125	–	–	﹤0.01%	2114
2019 Q1	$5.74K	Hold	125	–	–	﹤0.01%	2041
2018 Q4	$5.09K	Hold	125	–	–	﹤0.01%	1871
2018 Q3	$5.68K	Buy	125 +40	+47%	+$1.83K	﹤0.01%	1961
2018 Q2	$3.91K	Sell	85 -17	-17%	-$802	﹤0.01%	2055
2018 Q1	$4.74K	Hold	102	–	–	﹤0.01%	1897
2017 Q4	$4.88K	Buy	+102	New	+$4.82K	﹤0.01%	1847

Other funds holding EPP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's EPP Position: Q3 2022 in Review

American Portfolios Advisors held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q3 2022 at 140 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

American Portfolios Advisors first reported a position in EPP in Q4 2017 and has held it in 20 quarters since. The position peaked at $22.8K in Q2 2021. 192 funds tracked by Wall St. Rank hold EPP as of Q3 2022.

American Portfolios Advisors held 140 shares of iShares MSCI Pacific ex Japan ETF worth $5.25K as of Q3 2022.
American Portfolios Advisors left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q3 2022.
iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2799 holding.
American Portfolios Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $22.8K in Q2 2021.
192 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.