Evoke Wealth’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Evoke Wealth’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	-51	Closed	-$2K	–	616
2022 Q3	$2K	Hold	51	–	–	﹤0.01%	1030
2022 Q2	$2K	Hold	51	–	–	﹤0.01%	1036
2022 Q1	$3K	Hold	51	–	–	﹤0.01%	990
2021 Q4	$2K	Hold	51	–	–	﹤0.01%	1036
2021 Q3	$2K	Hold	51	–	–	﹤0.01%	1002
2021 Q2	$3K	Hold	51	–	–	﹤0.01%	977
2021 Q1	$3K	Hold	51	–	–	﹤0.01%	944
2020 Q4	$2K	Hold	51	–	–	﹤0.01%	883
2020 Q3	$2K	Sell	51 -230	-82%	-$9.52K	﹤0.01%	840
2020 Q2	$11K	Hold	281	–	–	﹤0.01%	537
2020 Q1	$9.53K	Buy	+281	New	+$11.9K	﹤0.01%	510
2019 Q4	–	Sell	-451	Closed	-$20.2K	–	1308
2019 Q3	$20.2K	Buy	+451	New	+$20.6K	﹤0.01%	660

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

Evoke Wealth's EPP Position: Q4 2022 in Review

Evoke Wealth sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2022, closing a stake of 51 shares — an estimated $2K sold.

Evoke Wealth first reported a position in EPP in Q3 2019 and held it in 12 quarters. The position peaked at $20.2K in Q3 2019. 193 funds tracked by Wall St. Rank hold EPP as of Q4 2022.

Evoke Wealth reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 51 iShares MSCI Pacific ex Japan ETF shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2019 and held it in 12 quarters.
Evoke Wealth's iShares MSCI Pacific ex Japan ETF position peaked at $20.2K in Q3 2019.
193 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.