IHT Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

IHT Wealth Management’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
2018 Q2	–	Sell	-319	Closed	-$15K	–	694
2018 Q1	$15K	Sell	319 -32	-9%	-$1.54K	﹤0.01%	1066
2017 Q4	$17K	Sell	351 -80	-19%	-$3.78K	﹤0.01%	1031
2017 Q3	$20K	Hold	431	–	–	0.01%	777
2017 Q2	$448	Buy	431 +170	+65%	+$7.57K	0.22%	113
2017 Q1	$12K	Hold	261	–	–	0.01%	779
2016 Q4	$10K	Buy	+261	New	+$10.7K	0.01%	789

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

IHT Wealth Management's EPP Position: Q2 2018 in Review

IHT Wealth Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2018, closing a stake of 319 shares — an estimated $15K sold.

IHT Wealth Management first reported a position in EPP in Q4 2016 and held it in 6 quarters. The position peaked at $20K in Q3 2017. 233 funds tracked by Wall St. Rank hold EPP as of Q2 2018.

IHT Wealth Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 319 iShares MSCI Pacific ex Japan ETF shares in Q2 2018, an estimated $15K.
IHT Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $20K in Q3 2017.
233 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.