Clarus Wealth Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-24	Closed	-$1K	–	256
2019 Q2	$1K	Sell	24 -300	-93%	-$13.9K	﹤0.01%	575
2019 Q1	$15K	Buy	324 +24	+8%	+$1.06K	0.01%	463
2018 Q4	$12K	Sell	300 -38	-11%	-$1.61K	0.02%	473
2018 Q3	$15K	Buy	338 +38	+13%	+$1.74K	0.01%	478
2018 Q2	$14K	Buy	+300	New	+$14.2K	0.01%	476

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

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

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

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

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

Clarus Wealth Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2019, closing a stake of 24 shares — an estimated $1K sold.

Clarus Wealth Advisors first reported a position in EPP in Q2 2018 and held it in 5 quarters. The position peaked at $15K in Q1 2019. 221 funds tracked by Wall St. Rank hold EPP as of Q3 2019.

Clarus Wealth Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 24 iShares MSCI Pacific ex Japan ETF shares in Q3 2019, an estimated $1K.
Clarus Wealth Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $15K in Q1 2019.
221 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2019.

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