FBT
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Founders Bank & Trust’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$18K Sell
415
-1,222
-75% -$56.6K 0.01% 257
2014
Q3 		$75K Hold
1,637
– – 0.04% 157
2014
Q2 		$81K Sell
1,637
-205
-11% -$10.2K 0.04% 152
2014
Q1 		$89K Sell
1,842
-65
-3% -$3K 0.05% 133
2013
Q4 		$83K Buy
1,907
+633
+50% +$30.5K 0.05% 134
2013
Q3 		$61K Buy
1,274
+190
+18% +$8.66K 0.03% 141
2013
Q2 		$47K Buy
+1,084
New +$52.2K 0.03% 150

Other funds holding EPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return