EH
WPS

Equitable Holdings’s iShares International Developed Property ETF WPS Stock Holding History

Equitable Holdings’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-141,144
Closed -$4.01M – 1252
2024
Q1 		$4.01M Hold
141,144
– – 0.05% 289
2023
Q4 		$4.05M Hold
141,144
– – 0.05% 257
2023
Q3 		$3.54M Hold
141,144
– – 0.05% 256
2023
Q2 		$3.69M Buy
141,144
+434
+0.3% +$11.7K 0.05% 235
2023
Q1 		$3.78M Hold
140,710
– – 0.06% 215
2022
Q4 		$3.85M Buy
140,710
+15,400
+12% +$403K 0.07% 190
2022
Q3 		$3.11M Hold
125,310
– – 0.06% 201
2022
Q2 		$3.66M Hold
125,310
– – 0.07% 177
2022
Q1 		$4.43M Hold
125,310
– – 0.07% 172
2021
Q4 		$4.67M Hold
125,310
– – 0.07% 170
2021
Q3 		$4.64M Hold
125,310
– – 0.08% 155
2021
Q2 		$4.8M Sell
125,310
-23
-0% -$880 0.08% 147
2021
Q1 		$4.54M Hold
125,333
– – 0.1% 146
2020
Q4 		$4.47M Buy
125,333
+23
+0% +$769 0.1% 133
2020
Q3 		$3.94M Hold
125,310
– – 0.1% 126
2020
Q2 		$3.79M Buy
125,310
+37,930
+43% +$1.12M 0.11% 119
2020
Q1 		$2.43M Hold
87,380
– – 0.09% 143
2019
Q4 		$3.39M Buy
+87,380
New +$3.42M 0.1% 126

Other funds holding WPS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
CPA
Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $152M AUM 9.43% 1-Year Est. Return

Equitable Holdings's WPS Position: Q2 2024 in Review

Equitable Holdings sold out of iShares International Developed Property ETF (WPS) in Q2 2024, closing a stake of 141,144 shares — an estimated $4.01M sold.

Equitable Holdings first reported a position in WPS in Q4 2019 and held it in 18 quarters. The position peaked at $4.8M in Q2 2021. 26 funds tracked by Wall St. Rank hold WPS as of Q2 2024.

  • Equitable Holdings reported no remaining iShares International Developed Property ETF position as of Q2 2024 after selling out during the quarter.
  • Equitable Holdings sold 141,144 iShares International Developed Property ETF shares in Q2 2024, an estimated $4.01M.
  • Equitable Holdings first reported a position in iShares International Developed Property ETF in Q4 2019 and held it in 18 quarters.
  • Equitable Holdings's iShares International Developed Property ETF position peaked at $4.8M in Q2 2021.
  • 26 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q2 2024.

Based on Equitable Holdings's 13F filing for Q2 2024, filed 14 Aug 2024.