GHP Investment Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

GHP Investment Advisors’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
2025 Q1	–	Sell	-94	Closed	-$4.12K	–	981
2024 Q4	$4.12K	Sell	94 -172	-65%	-$8.03K	﹤0.01%	825
2024 Q3	$13K	Buy	266 +172	+183%	+$7.69K	﹤0.01%	679
2024 Q2	$4.04K	Buy	+94	New	+$4.05K	﹤0.01%	795
2023 Q2	–	Sell	-2,770	Closed	-$121K	–	936
2023 Q1	$121K	Hold	2,770	–	–	0.01%	416
2022 Q4	$119K	Hold	2,770	–	–	0.01%	420
2022 Q3	$104K	Hold	2,770	–	–	0.01%	419
2022 Q2	$115K	Hold	2,770	–	–	0.01%	404
2022 Q1	$136K	Buy	+2,770	New	+$131K	0.01%	395

Other funds holding EPP

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

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

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

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

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

GHP Investment Advisors's EPP Position: Q1 2025 in Review

GHP Investment Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2025, closing a stake of 94 shares — an estimated $4.12K sold.

GHP Investment Advisors first reported a position in EPP in Q1 2022 and held it in 8 quarters. The position peaked at $136K in Q1 2022. 177 funds tracked by Wall St. Rank hold EPP as of Q1 2025.

GHP Investment Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2025 after selling out during the quarter.
GHP Investment Advisors sold 94 iShares MSCI Pacific ex Japan ETF shares in Q1 2025, an estimated $4.12K.
GHP Investment Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2022 and held it in 8 quarters.
GHP Investment Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $136K in Q1 2022.
177 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2025.

Based on GHP Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.