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IFP Advisors’s iShares MSCI Philippines ETF EPHE Stock Holding History

IFP Advisors’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-594
Closed -$21K – 3689
2022
Q4 		$21K Hold
594
– – ﹤0.01% 2842
2022
Q3 		$21K Hold
594
– – ﹤0.01% 3030
2022
Q2 		$21K Hold
594
– – ﹤0.01% 2790
2022
Q1 		$21K Buy
+594
New +$18.7K ﹤0.01% 2790
2019
Q1 		$20K Hold
594
– – ﹤0.01% 1348
2018
Q4 		$19K Sell
594
-1,553
-72% -$47.3K ﹤0.01% 2164
2018
Q3 		$65K Sell
2,147
-490
-19% -$15.5K ﹤0.01% 1742
2018
Q2 		$80K Sell
2,637
-592
-18% -$19.4K ﹤0.01% 1619
2018
Q1 		$125K Hold
3,229
– – 0.01% 1251
2017
Q4 		$125K Sell
3,229
-1,574
-33% -$58.7K 0.01% 1261
2017
Q3 		$178K Sell
4,803
-1,313
-21% -$47.6K 0.01% 1207
2017
Q2 		$219K Sell
6,116
-918
-13% -$33.4K 0.01% 1079
2017
Q1 		$240K Sell
7,034
-193
-3% -$6.59K 0.01% 1029
2016
Q4 		$234K Sell
7,227
-97
-1% -$3.29K 0.01% 973
2016
Q3 		$273K Buy
7,324
+7,143
+3,946% +$278K 0.01% 853
2016
Q2 		$7K Sell
181
-413
-70% -$15.3K ﹤0.01% 2939
2016
Q1 		$20K Buy
594
+438
+281% +$14.5K ﹤0.01% 1348
2015
Q4 		$5K Buy
+156
New +$5.44K ﹤0.01% 2948

Other funds holding EPHE

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
DGAM
Desjardins Global Asset Management Montreal, Quebec, Canada $930M AUM 31.76% 1-Year Est. Return

IFP Advisors's EPHE Position: Q1 2023 in Review

IFP Advisors sold out of iShares MSCI Philippines ETF (EPHE) in Q1 2023, closing a stake of 594 shares — an estimated $21K sold.

IFP Advisors first reported a position in EPHE in Q4 2015 and held it in 18 quarters. The position peaked at $273K in Q3 2016. 46 funds tracked by Wall St. Rank hold EPHE as of Q1 2023.

  • IFP Advisors reported no remaining iShares MSCI Philippines ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 594 iShares MSCI Philippines ETF shares in Q1 2023, an estimated $21K.
  • IFP Advisors first reported a position in iShares MSCI Philippines ETF in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's iShares MSCI Philippines ETF position peaked at $273K in Q3 2016.
  • 46 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.