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

HBC Financial Services’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 Q4	$1K	Hold	36	–	–	﹤0.01%	175
2024 Q3	$1K	Hold	36	–	–	﹤0.01%	173
2024 Q2	$1K	Hold	36	–	–	﹤0.01%	149
2024 Q1	$1K	Hold	36	–	–	﹤0.01%	149
2023 Q4	$1K	Hold	36	–	–	﹤0.01%	148
2023 Q3	$1K	Hold	36	–	–	﹤0.01%	157
2023 Q2	$1K	Hold	36	–	–	﹤0.01%	150
2023 Q1	$1K	Hold	36	–	–	﹤0.01%	167
2022 Q4	$1K	Hold	36	–	–	﹤0.01%	151
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	153
2022 Q2	$1K	Hold	36	–	–	﹤0.01%	159
2022 Q1	$1K	Hold	36	–	–	﹤0.01%	155
2021 Q4	$1K	Hold	36	–	–	﹤0.01%	163
2021 Q3	$1K	Hold	36	–	–	﹤0.01%	153
2021 Q2	$1K	Hold	36	–	–	﹤0.01%	165
2021 Q1	$1.89K	Hold	36	–	–	﹤0.01%	161
2020 Q4	$2K	Hold	36	–	–	﹤0.01%	144
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	146
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	151
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	144
2019 Q4	$2K	Buy	+36	New	+$1.65K	﹤0.01%	157

Other funds holding EPP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HBC Financial Services's EPP Position: Q4 2024 in Review

HBC Financial Services held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q4 2024 at 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

HBC Financial Services first reported a position in EPP in Q4 2019 and has held it in 21 quarters since. The position peaked at $2K in Q4 2020. 193 funds tracked by Wall St. Rank hold EPP as of Q4 2024.

HBC Financial Services held 36 shares of iShares MSCI Pacific ex Japan ETF worth $1K as of Q4 2024.
HBC Financial Services left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q4 2024.
iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #175 holding.
HBC Financial Services first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2019 and has held it in 21 quarters since.
HBC Financial Services's iShares MSCI Pacific ex Japan ETF position peaked at $2K in Q4 2020.
193 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.