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Harvest Group Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Harvest Group Wealth 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
Q2 		– Sell
-211
Closed -$7K – 579
2020
Q1 		$7K Hold
211
– – 0.01% 234
2019
Q4 		$9K Buy
211
+4
+2% +$183 0.01% 259
2019
Q3 		$9K Buy
+207
New +$9.44K 0.01% 272

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harvest Group Wealth Management's EPP Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2020, closing a stake of 211 shares — an estimated $7K sold.

Harvest Group Wealth Management first reported a position in EPP in Q3 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 187 funds tracked by Wall St. Rank hold EPP as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 211 iShares MSCI Pacific ex Japan ETF shares in Q2 2020, an estimated $7K.
  • Harvest Group Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $9K in Q4 2019.
  • 187 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.