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Baystate Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Baystate Wealth Management’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
2019
Q2 		– Sell
-26
Closed -$1K – 652
2019
Q1 		$1K Buy
+26
New +$1.15K ﹤0.01% 564

Other funds holding EPP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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 $33.9B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baystate Wealth Management's EPP Position: Q2 2019 in Review

Baystate Wealth Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2019, closing a stake of 26 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in EPP in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 235 funds tracked by Wall St. Rank hold EPP as of Q2 2019.

  • Baystate Wealth Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2019 after selling out during the quarter.
  • Baystate Wealth Management sold 26 iShares MSCI Pacific ex Japan ETF shares in Q2 2019, an estimated $1K.
  • Baystate Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2019 and held it in 1 quarter.
  • Baystate Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $1K in Q1 2019.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2019.

Based on Baystate Wealth Management's 13F filing for Q2 2019, filed 2 Jul 2019.