IF
EPP icon

Ironwood Financial’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Ironwood Financial’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
2015
Q1 		– Sell
-80
Closed -$4K – 358
2014
Q4 		$4K Buy
+80
New +$3.7K ﹤0.01% 225

Other funds holding EPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
BJ
BlackRock Japan Tokyo, Japan $30.3B AUM 13.85% 1-Year Est. Return

Ironwood Financial's EPP Position: Q1 2015 in Review

Ironwood Financial sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2015, closing a stake of 80 shares — an estimated $4K sold.

Ironwood Financial first reported a position in EPP in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 217 funds tracked by Wall St. Rank hold EPP as of Q1 2015.

  • Ironwood Financial reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2015 after selling out during the quarter.
  • Ironwood Financial sold 80 iShares MSCI Pacific ex Japan ETF shares in Q1 2015, an estimated $4K.
  • Ironwood Financial first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2014 and held it in 1 quarter.
  • Ironwood Financial's iShares MSCI Pacific ex Japan ETF position peaked at $4K in Q4 2014.
  • 217 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2015.

Based on Ironwood Financial's 13F filing for Q1 2015, filed 6 May 2015.