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Grey Fox Wealth Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Grey Fox Wealth 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
2023
Q2 		– Sell
-86
Closed -$3.77K – 232
2023
Q1 		$3.77K Buy
+86
New +$3.83K ﹤0.01% 372

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MD
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

Grey Fox Wealth Advisors's EPP Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2023, closing a stake of 86 shares — an estimated $3.77K sold.

Grey Fox Wealth Advisors first reported a position in EPP in Q1 2023 and held it in 1 quarter. The position peaked at $3.77K in Q1 2023. 190 funds tracked by Wall St. Rank hold EPP as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 86 iShares MSCI Pacific ex Japan ETF shares in Q2 2023, an estimated $3.77K.
  • Grey Fox Wealth Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $3.77K in Q1 2023.
  • 190 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.