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H&H Retirement Design & Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

H&H Retirement Design & 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
2020
Q3 		– Sell
-57,145
Closed -$2.27M – 43
2020
Q2 		$2.27M Buy
57,145
+14,521
+34% +$543K 2.01% 20
2020
Q1 		$1.45M Buy
+42,624
New +$1.81M 1.37% 22

Other funds holding EPP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

H&H Retirement Design & Management's EPP Position: Q3 2020 in Review

H&H Retirement Design & Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2020, closing a stake of 57,145 shares — an estimated $2.27M sold.

H&H Retirement Design & Management first reported a position in EPP in Q1 2020 and held it in 2 quarters. The position peaked at $2.27M in Q2 2020. 177 funds tracked by Wall St. Rank hold EPP as of Q3 2020.

  • H&H Retirement Design & Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2020 after selling out during the quarter.
  • H&H Retirement Design & Management sold 57,145 iShares MSCI Pacific ex Japan ETF shares in Q3 2020, an estimated $2.27M.
  • H&H Retirement Design & Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2020 and held it in 2 quarters.
  • H&H Retirement Design & Management's iShares MSCI Pacific ex Japan ETF position peaked at $2.27M in Q2 2020.
  • 177 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2020.

Based on H&H Retirement Design & Management's 13F filing for Q3 2020, filed 1 Dec 2020.