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Financial Architects (New Jersey)’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Financial Architects (New Jersey)’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
2019
Q2 		– Sell
-258
Closed -$12K – 1274
2019
Q1 		$12K Buy
+258
New +$11.4K ﹤0.01% 1046
2018
Q4 		– Sell
-322
Closed -$15K – 1374
2018
Q3 		$15K Buy
+322
New +$14.8K ﹤0.01% 994
2018
Q1 		– Sell
-302
Closed -$15K – 1434
2017
Q4 		$15K Sell
302
-360
-54% -$17K ﹤0.01% 1037
2017
Q3 		$31K Buy
662
+371
+127% +$17.1K 0.01% 831
2017
Q2 		$13K Hold
291
– – ﹤0.01% 1071
2017
Q1 		$13K Buy
+291
New +$12.5K ﹤0.01% 1064
2016
Q3 		– Sell
-183
Closed -$7K – 1463
2016
Q2 		$7K Sell
183
-16
-8% -$626 ﹤0.01% 1043
2016
Q1 		$8K Buy
+199
New +$7.21K ﹤0.01% 795
2015
Q3 		– Sell
-208
Closed -$9K – 426
2015
Q2 		$9K Buy
+208
New +$9.64K ﹤0.01% 819
2013
Q4 		– Sell
-1,472
Closed -$70K – 282
2013
Q3 		$70K Hold
1,472
– – 0.05% 220
2013
Q2 		$64K Buy
+1,472
New +$70.9K 0.05% 216

Other funds holding EPP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Architects (New Jersey)'s EPP Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2019, closing a stake of 258 shares — an estimated $12K sold.

Financial Architects (New Jersey) first reported a position in EPP in Q2 2013 and held it in 11 quarters. The position peaked at $70K in Q3 2013. 235 funds tracked by Wall St. Rank hold EPP as of Q2 2019.

  • Financial Architects (New Jersey) reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 258 iShares MSCI Pacific ex Japan ETF shares in Q2 2019, an estimated $12K.
  • Financial Architects (New Jersey) first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2013 and held it in 11 quarters.
  • Financial Architects (New Jersey)'s iShares MSCI Pacific ex Japan ETF position peaked at $70K in Q3 2013.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.