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

Catamount 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
Q1 		$3K Hold
68
– – ﹤0.01% 167
2018
Q4 		$3K Buy
+68
New +$2.88K ﹤0.01% 174

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Catamount Wealth Management's EPP Position: Q1 2019 in Review

Catamount Wealth Management held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q1 2019 at 68 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Catamount Wealth Management first reported a position in EPP in Q4 2018 and has held it in 2 quarters since. 233 funds tracked by Wall St. Rank hold EPP as of Q1 2019.

  • Catamount Wealth Management held 68 shares of iShares MSCI Pacific ex Japan ETF worth $3K as of Q1 2019.
  • Catamount Wealth Management left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q1 2019.
  • iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #167 holding.
  • Catamount Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2018 and has held it in 2 quarters since.
  • 233 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.