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

Cutler 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
2021
Q2 		– Sell
-2,500
Closed -$2K – 5849
2021
Q1 		$2K Buy
+2,500
New +$125K ﹤0.01% 4906
2017
Q4 		– Sell
-2,000
Closed -$2K – 5136
2017
Q3 		$2K Buy
+2,000
New +$92.3K ﹤0.01% 5052

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
Deutsche Bank
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Cutler Group's EPP Position: Q4 2022 in Review

Cutler Group sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

Cutler Group first reported a position in EPP in Q1 2016 and held it in 12 quarters. The position peaked at $76K in Q4 2017. 193 funds tracked by Wall St. Rank hold EPP as of Q4 2022.

  • Cutler Group reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2022 after selling out during the quarter.
  • Cutler Group sold 100 iShares MSCI Pacific ex Japan ETF shares in Q4 2022, an estimated $3K.
  • Cutler Group first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2016 and held it in 12 quarters.
  • Cutler Group's iShares MSCI Pacific ex Japan ETF position peaked at $76K in Q4 2017.
  • 193 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2022.

Based on Cutler Group's 13F filing for Q4 2022, filed 7 Feb 2023.