APP
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Avantax Planning Partners’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-290
Closed -$13K – 542
2018
Q3 		$13K Buy
+290
New +$13.3K ﹤0.01% 809
2018
Q2 		– Sell
-497
Closed -$23K – 584
2018
Q1 		$23K Buy
+497
New +$23.9K ﹤0.01% 724

Other funds holding EPP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Planning Partners's EPP Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2018, closing a stake of 290 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in EPP in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 224 funds tracked by Wall St. Rank hold EPP as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 290 iShares MSCI Pacific ex Japan ETF shares in Q4 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares MSCI Pacific ex Japan ETF position peaked at $23K in Q1 2018.
  • 224 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.