FCH
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Freestone Capital Holdings’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-54
Closed -$2.58K – 608
2020
Q4 		$2.58K Hold
54
– – ﹤0.01% 1102
2020
Q3 		$2.19K Buy
+54
New +$2.23K ﹤0.01% 1023

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Freestone Capital Holdings's EPP Position: Q1 2021 in Review

Freestone Capital Holdings sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2021, closing a stake of 54 shares — an estimated $2.58K sold.

Freestone Capital Holdings first reported a position in EPP in Q3 2020 and held it in 2 quarters. The position peaked at $2.58K in Q4 2020. 200 funds tracked by Wall St. Rank hold EPP as of Q1 2021.

  • Freestone Capital Holdings reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 54 iShares MSCI Pacific ex Japan ETF shares in Q1 2021, an estimated $2.58K.
  • Freestone Capital Holdings first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's iShares MSCI Pacific ex Japan ETF position peaked at $2.58K in Q4 2020.
  • 200 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.