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Halpern Financial’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Halpern Financial’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
2024
Q1 		– Sell
-22
Closed -$935 – 224
2023
Q4 		$935 Buy
+22
New +$891 ﹤0.01% 232
2022
Q1 		– Sell
-269
Closed -$12.8K – 239
2021
Q4 		$12.8K Hold
269
– – 0.01% 169
2021
Q3 		$13.1K Sell
269
-300
-53% -$15.3K 0.01% 156
2021
Q2 		$29.4K Buy
+569
New +$29.8K 0.01% 87

Other funds holding EPP

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Halpern Financial's EPP Position: Q1 2024 in Review

Halpern Financial sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2024, closing a stake of 22 shares — an estimated $935 sold.

Halpern Financial first reported a position in EPP in Q2 2021 and held it in 4 quarters. The position peaked at $29.4K in Q2 2021. 186 funds tracked by Wall St. Rank hold EPP as of Q1 2024.

  • Halpern Financial reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2024 after selling out during the quarter.
  • Halpern Financial sold 22 iShares MSCI Pacific ex Japan ETF shares in Q1 2024, an estimated $935.
  • Halpern Financial first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2021 and held it in 4 quarters.
  • Halpern Financial's iShares MSCI Pacific ex Japan ETF position peaked at $29.4K in Q2 2021.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.