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Avanda Investment Management’s iShares MSCI Philippines ETF EPHE Stock Holding History

Avanda Investment 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
2024
Q1 		– Sell
-106,643
Closed -$2.77M – 52
2023
Q4 		$2.77M Buy
+106,643
New +$2.65M 0.27% 33

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SLF
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Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $143M AUM 41.6% 1-Year Est. Return

Avanda Investment Management's EPHE Position: Q1 2024 in Review

Avanda Investment Management sold out of iShares MSCI Philippines ETF (EPHE) in Q1 2024, closing a stake of 106,643 shares — an estimated $2.77M sold.

Avanda Investment Management first reported a position in EPHE in Q4 2023 and held it in 1 quarter. The position peaked at $2.77M in Q4 2023. 48 funds tracked by Wall St. Rank hold EPHE as of Q1 2024.

  • Avanda Investment Management reported no remaining iShares MSCI Philippines ETF position as of Q1 2024 after selling out during the quarter.
  • Avanda Investment Management sold 106,643 iShares MSCI Philippines ETF shares in Q1 2024, an estimated $2.77M.
  • Avanda Investment Management first reported a position in iShares MSCI Philippines ETF in Q4 2023 and held it in 1 quarter.
  • Avanda Investment Management's iShares MSCI Philippines ETF position peaked at $2.77M in Q4 2023.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q1 2024.

Based on Avanda Investment Management's 13F filing for Q1 2024, filed 14 May 2024.