Claraphi Advisory Network’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-21	Closed	-$1K	–	538
2020 Q1	$1K	Buy	+21	New	+$890	﹤0.01%	1077
2019 Q4	–	Sell	-53	Closed	-$2K	–	244
2019 Q3	$2K	Buy	+53	New	+$2.42K	﹤0.01%	376

Other funds holding EPP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Claraphi Advisory Network's EPP Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2020, closing a stake of 21 shares — an estimated $1K sold.

Claraphi Advisory Network first reported a position in EPP in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 187 funds tracked by Wall St. Rank hold EPP as of Q2 2020.

Claraphi Advisory Network reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 21 iShares MSCI Pacific ex Japan ETF shares in Q2 2020, an estimated $1K.
Claraphi Advisory Network first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's iShares MSCI Pacific ex Japan ETF position peaked at $2K in Q3 2019.
187 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.