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Intelligence Driven Advisers’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Intelligence Driven Advisers’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
Q3 		– Sell
-5,188
Closed -$245K – 94
2019
Q2 		$245K Buy
+5,188
New +$240K 0.12% 91

Other funds holding EPP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Intelligence Driven Advisers's EPP Position: Q3 2019 in Review

Intelligence Driven Advisers sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2019, closing a stake of 5,188 shares — an estimated $245K sold.

Intelligence Driven Advisers first reported a position in EPP in Q2 2019 and held it in 1 quarter. The position peaked at $245K in Q2 2019. 221 funds tracked by Wall St. Rank hold EPP as of Q3 2019.

  • Intelligence Driven Advisers reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2019 after selling out during the quarter.
  • Intelligence Driven Advisers sold 5,188 iShares MSCI Pacific ex Japan ETF shares in Q3 2019, an estimated $245K.
  • Intelligence Driven Advisers first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2019 and held it in 1 quarter.
  • Intelligence Driven Advisers's iShares MSCI Pacific ex Japan ETF position peaked at $245K in Q2 2019.
  • 221 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2019.

Based on Intelligence Driven Advisers's 13F filing for Q3 2019, filed 4 Sep 2020.