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Clarus Wealth Advisors’s iShares MSCI Philippines ETF EPHE Stock Holding History

Clarus Wealth Advisors’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-117
Closed -$4K – 254
2019
Q2 		$4K Hold
117
– – ﹤0.01% 506
2019
Q1 		$4K Buy
+117
New +$4K ﹤0.01% 595

Other funds holding EPHE

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Clarus Wealth Advisors's EPHE Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares MSCI Philippines ETF (EPHE) in Q3 2019, closing a stake of 117 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in EPHE in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 54 funds tracked by Wall St. Rank hold EPHE as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining iShares MSCI Philippines ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 117 iShares MSCI Philippines ETF shares in Q3 2019, an estimated $4K.
  • Clarus Wealth Advisors first reported a position in iShares MSCI Philippines ETF in Q1 2019 and held it in 2 quarters.
  • Clarus Wealth Advisors's iShares MSCI Philippines ETF position peaked at $4K in Q2 2019.
  • 54 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.