Ballew Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Ballew Advisors’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	-260	Closed	-$11K	–	193
2018 Q3	$11K	Hold	260	–	–	0.01%	280
2018 Q2	$12K	Hold	260	–	–	0.01%	284
2018 Q1	$12K	Buy	+260	New	+$12.5K	0.01%	284

Other funds holding EPP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ballew Advisors's EPP Position: Q4 2018 in Review

Ballew Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2018, closing a stake of 260 shares — an estimated $11K sold.

Ballew Advisors first reported a position in EPP in Q1 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 224 funds tracked by Wall St. Rank hold EPP as of Q4 2018.

Ballew Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 260 iShares MSCI Pacific ex Japan ETF shares in Q4 2018, an estimated $11K.
Ballew Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2018 and held it in 3 quarters.
Ballew Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $12K in Q2 2018.
224 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.