Creative Financial Designs’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Creative Financial Designs’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	–	Sell	-203	Closed	-$8K	–	1315
2022 Q3	$8K	Hold	203	–	–	﹤0.01%	927
2022 Q2	$8K	Hold	203	–	–	﹤0.01%	903
2022 Q1	$10K	Hold	203	–	–	﹤0.01%	899
2021 Q4	$10K	Hold	203	–	–	﹤0.01%	901
2021 Q3	$10K	Hold	203	–	–	﹤0.01%	1011
2021 Q2	$10K	Hold	203	–	–	﹤0.01%	1016
2021 Q1	$10K	Hold	203	–	–	﹤0.01%	931
2020 Q4	$10K	Hold	203	–	–	﹤0.01%	865
2020 Q3	$8K	Hold	203	–	–	﹤0.01%	837
2020 Q2	$8K	Buy	+203	New	+$7.59K	﹤0.01%	792

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

Creative Financial Designs's EPP Position: Q4 2022 in Review

Creative Financial Designs sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2022, closing a stake of 203 shares — an estimated $8K sold.

Creative Financial Designs first reported a position in EPP in Q2 2020 and held it in 10 quarters. The position peaked at $10K in Q1 2022. 193 funds tracked by Wall St. Rank hold EPP as of Q4 2022.

Creative Financial Designs reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2022 after selling out during the quarter.
Creative Financial Designs sold 203 iShares MSCI Pacific ex Japan ETF shares in Q4 2022, an estimated $8K.
Creative Financial Designs first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2020 and held it in 10 quarters.
Creative Financial Designs's iShares MSCI Pacific ex Japan ETF position peaked at $10K in Q1 2022.
193 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2022.

Based on Creative Financial Designs's 13F filing for Q4 2022, filed 1 Feb 2023.