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Householder Group Estate & Retirement Specialist’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-18
Closed – – 531
2022
Q3 		$0 Buy
+18
New +$751 ﹤0.01% 1117

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EPP Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2022, closing a stake of 18 shares.

Householder Group Estate & Retirement Specialist first reported a position in EPP in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 193 funds tracked by Wall St. Rank hold EPP as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 18 iShares MSCI Pacific ex Japan ETF shares in Q4 2022.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares MSCI Pacific ex Japan ETF position peaked at $0 in Q3 2022.
  • 193 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.