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

Choate Investment 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
2021 Q2	–	Sell	-1,500	Closed	-$75K	–	353
2021 Q1	$75K	Buy	1,500 +600	+67%	+$30K	﹤0.01%	271
2020 Q4	$43K	Hold	900	–	–	﹤0.01%	267
2020 Q3	$37K	Buy	+900	New	+$37.2K	﹤0.01%	262
2015 Q1	–	Sell	-900	Closed	-$39.6K	–	264
2014 Q4	$39.6K	Buy	+900	New	+$41.7K	﹤0.01%	260
2014 Q3	–	Sell	-900	Closed	-$44.3K	–	272
2014 Q2	$44.3K	Buy	+900	New	+$44.6K	﹤0.01%	274

Other funds holding EPP

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

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

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

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

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Choate Investment Advisors's EPP Position: Q2 2021 in Review

Choate Investment Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2021, closing a stake of 1,500 shares — an estimated $75K sold.

Choate Investment Advisors first reported a position in EPP in Q2 2014 and held it in 5 quarters. The position peaked at $75K in Q1 2021. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2021.

Choate Investment Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2021 after selling out during the quarter.
Choate Investment Advisors sold 1,500 iShares MSCI Pacific ex Japan ETF shares in Q2 2021, an estimated $75K.
Choate Investment Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2014 and held it in 5 quarters.
Choate Investment Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $75K in Q1 2021.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2021.

Based on Choate Investment Advisors's 13F filing for Q2 2021, filed 30 Jul 2021.