Horan Capital Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Horan Capital Advisors’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
2019 Q4	–	Sell	-10	Closed	–	–	278
2019 Q3	$0	Buy	+10	New	+$456	﹤0.01%	284
2019 Q2	–	Sell	-10	Closed	–	–	124
2019 Q1	$0	Buy	+10	New	+$443	﹤0.01%	263
2017 Q4	–	Sell	-10	Closed	–	–	133
2017 Q3	$0	Buy	+10	New	+$461	﹤0.01%	315

Other funds holding EPP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Horan Capital Advisors's EPP Position: Q4 2019 in Review

Horan Capital Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2019, closing a stake of 10 shares.

Horan Capital Advisors first reported a position in EPP in Q3 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2019. 223 funds tracked by Wall St. Rank hold EPP as of Q4 2019.

Horan Capital Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2019 after selling out during the quarter.
Horan Capital Advisors sold 10 iShares MSCI Pacific ex Japan ETF shares in Q4 2019.
Horan Capital Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2017 and held it in 3 quarters.
Horan Capital Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $0 in Q3 2019.
223 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2019.

Based on Horan Capital Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.