Financial Gravity Asset Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Financial Gravity Asset Management’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 Q4	–	Sell	-61	Closed	-$3K	–	1460
2019 Q3	$3K	Sell	61 -186	-75%	-$8.48K	﹤0.01%	795
2019 Q2	$12K	Buy	+247	New	+$11.4K	0.01%	550

Other funds holding EPP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Financial Gravity Asset Management's EPP Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2019, closing a stake of 61 shares — an estimated $3K sold.

Financial Gravity Asset Management first reported a position in EPP in Q2 2019 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 223 funds tracked by Wall St. Rank hold EPP as of Q4 2019.

Financial Gravity Asset Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 61 iShares MSCI Pacific ex Japan ETF shares in Q4 2019, an estimated $3K.
Financial Gravity Asset Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2019 and held it in 2 quarters.
Financial Gravity Asset Management's iShares MSCI Pacific ex Japan ETF position peaked at $12K in Q2 2019.
223 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.