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Aptus Capital Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Aptus Capital 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
2024
Q2 		– Sell
-28
Closed -$1.2K – 1190
2024
Q1 		$1.2K Buy
+28
New +$1.18K ﹤0.01% 1152

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 $39B AUM 37.51% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 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

Aptus Capital Advisors's EPP Position: Q2 2024 in Review

Aptus Capital Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2024, closing a stake of 28 shares — an estimated $1.2K sold.

Aptus Capital Advisors first reported a position in EPP in Q1 2024 and held it in 1 quarter. The position peaked at $1.2K in Q1 2024. 184 funds tracked by Wall St. Rank hold EPP as of Q2 2024.

  • Aptus Capital Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 28 iShares MSCI Pacific ex Japan ETF shares in Q2 2024, an estimated $1.2K.
  • Aptus Capital Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2024 and held it in 1 quarter.
  • Aptus Capital Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $1.2K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2024.

Based on Aptus Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.