Cornerstone Planning Group’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Cornerstone Planning Group’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
2022 Q4	$35.2K	Buy	+771	New	+$31.5K	0.01%	325

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Cornerstone Planning Group's EPP Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2022: 771 shares worth $35.2K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings.

193 funds tracked by Wall St. Rank hold EPP as of Q4 2022.

Cornerstone Planning Group held 771 shares of iShares MSCI Pacific ex Japan ETF worth $35.2K as of Q4 2022.
iShares MSCI Pacific ex Japan ETF was a new Cornerstone Planning Group position in Q4 2022.
iShares MSCI Pacific ex Japan ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #325 holding.
193 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.