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Beck Mack & Oliver’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Beck Mack & Oliver’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
Q4 		– Sell
-4,792
Closed -$234K – 207
2021
Q3 		$234K Buy
+4,792
New +$244K 0.01% 194

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
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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

Beck Mack & Oliver's EPP Position: Q4 2021 in Review

Beck Mack & Oliver sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2021, closing a stake of 4,792 shares — an estimated $234K sold.

Beck Mack & Oliver first reported a position in EPP in Q3 2021 and held it in 1 quarter. The position peaked at $234K in Q3 2021. 197 funds tracked by Wall St. Rank hold EPP as of Q4 2021.

  • Beck Mack & Oliver reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2021 after selling out during the quarter.
  • Beck Mack & Oliver sold 4,792 iShares MSCI Pacific ex Japan ETF shares in Q4 2021, an estimated $234K.
  • Beck Mack & Oliver first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2021 and held it in 1 quarter.
  • Beck Mack & Oliver's iShares MSCI Pacific ex Japan ETF position peaked at $234K in Q3 2021.
  • 197 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2021.

Based on Beck Mack & Oliver's 13F filing for Q4 2021, filed 28 Jan 2022.