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Heritage Wealth Management (Arizona)’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q3 		– Sell
-52
Closed -$2.17K – 1038
2022
Q2 		$2.17K Hold
52
– – ﹤0.01% 875
2022
Q1 		$3K Buy
+52
New +$2.46K ﹤0.01% 850

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 $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EPP Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2022, closing a stake of 52 shares — an estimated $2.17K sold.

Heritage Wealth Management (Arizona) first reported a position in EPP in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 192 funds tracked by Wall St. Rank hold EPP as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 52 iShares MSCI Pacific ex Japan ETF shares in Q3 2022, an estimated $2.17K.
  • Heritage Wealth Management (Arizona) first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s iShares MSCI Pacific ex Japan ETF position peaked at $3K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.