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Financial Gravity Asset Management’s iShares MSCI Philippines ETF EPHE Stock Holding History

Financial Gravity Asset Management’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Hold
0
– – – 1889
2020
Q2 		– Sell
-1
Closed -$33 – 270
2020
Q1 		$33 Hold
1
– – ﹤0.01% 988
2019
Q4 		$34K Hold
1
– – 0.02% 808
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1299
2019
Q2 		$0 Buy
+1
New +$35 ﹤0.01% 1348

Other funds holding EPHE

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $143M AUM 41.6% 1-Year Est. Return

Financial Gravity Asset Management's EPHE Position: Q1 2024 in Review

Financial Gravity Asset Management held its iShares MSCI Philippines ETF (EPHE) position steady in Q1 2024 at 0 shares worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Financial Gravity Asset Management first reported a position in EPHE in Q2 2019 and has held it in 4 quarters since. The position peaked at $34K in Q4 2019. 48 funds tracked by Wall St. Rank hold EPHE as of Q1 2024.

  • Financial Gravity Asset Management held 0 shares of iShares MSCI Philippines ETF worth $22 as of Q1 2024.
  • Financial Gravity Asset Management left its iShares MSCI Philippines ETF share count unchanged in Q1 2024.
  • iShares MSCI Philippines ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1889 holding.
  • Financial Gravity Asset Management first reported a position in iShares MSCI Philippines ETF in Q2 2019 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's iShares MSCI Philippines ETF position peaked at $34K in Q4 2019.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.