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Beaumont Capital Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Beaumont Capital 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
2021
Q3 		– Sell
-23,635
Closed -$1.22M – 42
2021
Q2 		$1.22M Buy
+23,635
New +$1.24M 1.2% 19

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 $39B AUM 37.51% 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

Beaumont Capital Management's EPP Position: Q3 2021 in Review

Beaumont Capital Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2021, closing a stake of 23,635 shares — an estimated $1.22M sold.

Beaumont Capital Management first reported a position in EPP in Q2 2021 and held it in 1 quarter. The position peaked at $1.22M in Q2 2021. 189 funds tracked by Wall St. Rank hold EPP as of Q3 2021.

  • Beaumont Capital Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2021 after selling out during the quarter.
  • Beaumont Capital Management sold 23,635 iShares MSCI Pacific ex Japan ETF shares in Q3 2021, an estimated $1.22M.
  • Beaumont Capital Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2021 and held it in 1 quarter.
  • Beaumont Capital Management's iShares MSCI Pacific ex Japan ETF position peaked at $1.22M in Q2 2021.
  • 189 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2021.

Based on Beaumont Capital Management's 13F filing for Q3 2021, filed 3 Nov 2021.