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Kathmere Capital Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Kathmere Capital 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
2021
Q1 		– Sell
-334
Closed -$16K – 224
2020
Q4 		$16K Buy
+334
New +$14.9K ﹤0.01% 294

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kathmere Capital Management's EPP Position: Q1 2021 in Review

Kathmere Capital Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2021, closing a stake of 334 shares — an estimated $16K sold.

Kathmere Capital Management first reported a position in EPP in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 200 funds tracked by Wall St. Rank hold EPP as of Q1 2021.

  • Kathmere Capital Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2021 after selling out during the quarter.
  • Kathmere Capital Management sold 334 iShares MSCI Pacific ex Japan ETF shares in Q1 2021, an estimated $16K.
  • Kathmere Capital Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2020 and held it in 1 quarter.
  • Kathmere Capital Management's iShares MSCI Pacific ex Japan ETF position peaked at $16K in Q4 2020.
  • 200 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2021.

Based on Kathmere Capital Management's 13F filing for Q1 2021, filed 7 May 2021.