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Aris Wealth Services’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Aris Wealth Services’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
2015
Q2 		– Sell
-2,449
Closed -$111K – 518
2015
Q1 		$111K Buy
+2,449
New +$111K 0.1% 134

Other funds holding EPP

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BJ
BlackRock Japan Tokyo, Japan $30.3B AUM 13.85% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Aris Wealth Services's EPP Position: Q2 2015 in Review

Aris Wealth Services sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2015, closing a stake of 2,449 shares — an estimated $111K sold.

Aris Wealth Services first reported a position in EPP in Q1 2015 and held it in 1 quarter. The position peaked at $111K in Q1 2015. 212 funds tracked by Wall St. Rank hold EPP as of Q2 2015.

  • Aris Wealth Services reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2015 after selling out during the quarter.
  • Aris Wealth Services sold 2,449 iShares MSCI Pacific ex Japan ETF shares in Q2 2015, an estimated $111K.
  • Aris Wealth Services first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2015 and held it in 1 quarter.
  • Aris Wealth Services's iShares MSCI Pacific ex Japan ETF position peaked at $111K in Q1 2015.
  • 212 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2015.

Based on Aris Wealth Services's 13F filing for Q2 2015, filed 13 Aug 2015.