Gradient Investments’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Gradient Investments’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
2023 Q2	–	Sell	-23	Closed	-$1.01K	–	1800
2023 Q1	$1.01K	Buy	+23	New	+$1.02K	﹤0.01%	1206
2021 Q2	–	Sell	-410	Closed	-$21K	–	1183
2021 Q1	$21K	Hold	410	–	–	﹤0.01%	614
2020 Q4	$17K	Hold	410	–	–	﹤0.01%	597
2020 Q3	$17K	Hold	410	–	–	﹤0.01%	601
2020 Q2	$16K	Hold	410	–	–	﹤0.01%	566
2020 Q1	$14K	Hold	410	–	–	﹤0.01%	583
2019 Q4	$19K	Hold	410	–	–	﹤0.01%	571
2019 Q3	$18K	Hold	410	–	–	﹤0.01%	542
2019 Q2	$19K	Hold	410	–	–	﹤0.01%	518
2019 Q1	$19K	Hold	410	–	–	﹤0.01%	454
2018 Q4	$17K	Hold	410	–	–	﹤0.01%	475
2018 Q3	$19K	Hold	410	–	–	﹤0.01%	509
2018 Q2	$19K	Hold	410	–	–	﹤0.01%	493
2018 Q1	$19K	Hold	410	–	–	﹤0.01%	480
2017 Q4	$20K	Buy	+410	New	+$19.4K	﹤0.01%	471
2017 Q3	–	Sell	-410	Closed	-$18K	–	371
2017 Q2	$18K	Hold	410	–	–	﹤0.01%	398
2017 Q1	$18K	Hold	410	–	–	﹤0.01%	421
2016 Q4	$16K	Hold	410	–	–	﹤0.01%	379
2016 Q3	$17K	Hold	410	–	–	﹤0.01%	375
2016 Q2	$16K	Hold	410	–	–	﹤0.01%	369
2016 Q1	$16K	Sell	410 -340	-45%	-$12.3K	﹤0.01%	373
2015 Q4	$29K	Hold	750	–	–	﹤0.01%	293
2015 Q3	$27K	Hold	750	–	–	﹤0.01%	279
2015 Q2	$33K	Sell	750 -3	-0.4%	-$139	﹤0.01%	274
2015 Q1	$34K	Hold	753	–	–	0.01%	276
2014 Q4	$33K	Buy	753 +3	+0.4%	+$139	0.01%	265
2014 Q3	$35K	Hold	750	–	–	0.01%	236
2014 Q2	$37K	Hold	750	–	–	0.01%	237
2014 Q1	$36K	Buy	750 +340	+83%	+$15.7K	0.01%	224
2013 Q4	$19K	Hold	410	–	–	0.01%	306
2013 Q3	$20K	Hold	410	–	–	0.01%	230
2013 Q2	$18K	Buy	+410	New	+$19.8K	0.01%	229

Other funds holding EPP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 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

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

Gradient Investments's EPP Position: Q2 2023 in Review

Gradient Investments sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2023, closing a stake of 23 shares — an estimated $1.01K sold.

Gradient Investments first reported a position in EPP in Q2 2013 and held it in 32 quarters. The position peaked at $37K in Q2 2014. 190 funds tracked by Wall St. Rank hold EPP as of Q2 2023.

Gradient Investments reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 23 iShares MSCI Pacific ex Japan ETF shares in Q2 2023, an estimated $1.01K.
Gradient Investments first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2013 and held it in 32 quarters.
Gradient Investments's iShares MSCI Pacific ex Japan ETF position peaked at $37K in Q2 2014.
190 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.