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Golden State Wealth Management’s iShares MSCI Philippines ETF EPHE Stock Holding History

Golden State Wealth Management’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-107
Closed -$2.91K – 1670
2025
Q2 		$2.91K Buy
107
+1
+0.9% +$27 ﹤0.01% 1310
2025
Q1 		$2.7K Hold
106
– – ﹤0.01% 1276
2024
Q4 		$2.67K Buy
+106
New +$2.85K ﹤0.01% 1220

Other funds holding EPHE

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Golden State Wealth Management's EPHE Position: Q3 2025 in Review

Golden State Wealth Management sold out of iShares MSCI Philippines ETF (EPHE) in Q3 2025, closing a stake of 107 shares — an estimated $2.91K sold.

Golden State Wealth Management first reported a position in EPHE in Q4 2024 and held it in 3 quarters. The position peaked at $2.91K in Q2 2025. 38 funds tracked by Wall St. Rank hold EPHE as of Q3 2025.

  • Golden State Wealth Management reported no remaining iShares MSCI Philippines ETF position as of Q3 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 107 iShares MSCI Philippines ETF shares in Q3 2025, an estimated $2.91K.
  • Golden State Wealth Management first reported a position in iShares MSCI Philippines ETF in Q4 2024 and held it in 3 quarters.
  • Golden State Wealth Management's iShares MSCI Philippines ETF position peaked at $2.91K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q3 2025.

Based on Golden State Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.