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Atwood & Palmer’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-829
Closed -$35.6K – 476
2024
Q2 		$35.6K Buy
+829
New +$35.7K ﹤0.01% 246

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 $6.73T AUM 46.02% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Atwood & Palmer's EPP Position: Q3 2024 in Review

Atwood & Palmer sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2024, closing a stake of 829 shares — an estimated $35.6K sold.

Atwood & Palmer first reported a position in EPP in Q2 2024 and held it in 1 quarter. The position peaked at $35.6K in Q2 2024. 185 funds tracked by Wall St. Rank hold EPP as of Q3 2024.

  • Atwood & Palmer reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2024 after selling out during the quarter.
  • Atwood & Palmer sold 829 iShares MSCI Pacific ex Japan ETF shares in Q3 2024, an estimated $35.6K.
  • Atwood & Palmer first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2024 and held it in 1 quarter.
  • Atwood & Palmer's iShares MSCI Pacific ex Japan ETF position peaked at $35.6K in Q2 2024.
  • 185 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2024.

Based on Atwood & Palmer's 13F filing for Q3 2024, filed 7 Oct 2024.