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

Crewe 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
2023
Q4 		– Sell
-3,562
Closed -$142K – 503
2023
Q3 		$142K Hold
3,562
– – 0.02% 85
2023
Q2 		$150K Sell
3,562
-7,666
-68% -$332K 0.02% 163
2023
Q1 		$492K Buy
11,228
+4,379
+64% +$195K 0.07% 87
2022
Q4 		$293K Sell
6,849
-6,297
-48% -$258K 0.05% 115
2022
Q3 		$493K Buy
13,146
+8,567
+187% +$357K 0.09% 74
2022
Q2 		$191K Buy
4,579
+4,562
+26,835% +$207K 0.04% 135
2022
Q1 		$1K Buy
+17
New +$803 ﹤0.01% 453

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Crewe Advisors's EPP Position: Q4 2023 in Review

Crewe Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2023, closing a stake of 3,562 shares — an estimated $142K sold.

Crewe Advisors first reported a position in EPP in Q1 2022 and held it in 7 quarters. The position peaked at $493K in Q3 2022. 188 funds tracked by Wall St. Rank hold EPP as of Q4 2023.

  • Crewe Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 3,562 iShares MSCI Pacific ex Japan ETF shares in Q4 2023, an estimated $142K.
  • Crewe Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2022 and held it in 7 quarters.
  • Crewe Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $493K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.