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Gerber Kawasaki Wealth & Investment Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-1
Closed -$1K – 526
2021
Q3 		$1K Buy
+1
New +$51 ﹤0.01% 967

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $39B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's EPP Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in EPP in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 197 funds tracked by Wall St. Rank hold EPP as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 iShares MSCI Pacific ex Japan ETF share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's iShares MSCI Pacific ex Japan ETF position peaked at $1K in Q3 2021.
  • 197 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.