ACP
EPP icon

Aveo Capital Partners’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Aveo Capital 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
2021
Q3 		– Sell
-6,579
Closed -$340K – 260
2021
Q2 		$340K Buy
+6,579
New +$345K 0.08% 199

Other funds holding EPP

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Aveo Capital Partners's EPP Position: Q3 2021 in Review

Aveo Capital Partners sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2021, closing a stake of 6,579 shares — an estimated $340K sold.

Aveo Capital Partners first reported a position in EPP in Q2 2021 and held it in 1 quarter. The position peaked at $340K in Q2 2021. 189 funds tracked by Wall St. Rank hold EPP as of Q3 2021.

  • Aveo Capital Partners reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2021 after selling out during the quarter.
  • Aveo Capital Partners sold 6,579 iShares MSCI Pacific ex Japan ETF shares in Q3 2021, an estimated $340K.
  • Aveo Capital Partners first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2021 and held it in 1 quarter.
  • Aveo Capital Partners's iShares MSCI Pacific ex Japan ETF position peaked at $340K in Q2 2021.
  • 189 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2021.

Based on Aveo Capital Partners's 13F filing for Q3 2021, filed 12 Nov 2021.