KJWM
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Kiley Juergens Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Kiley Juergens 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
Q4 		– Sell
-1,390
Closed -$63K – 220
2018
Q3 		$63K Hold
1,390
– – 0.05% 204
2018
Q2 		$63K Buy
+1,390
New +$65.6K 0.06% 178
2018
Q1 		– Sell
-1,366
Closed -$65K – 240
2017
Q4 		$65K Buy
+1,366
New +$64.5K 0.06% 172

Other funds holding EPP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kiley Juergens Wealth Management's EPP Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2018, closing a stake of 1,390 shares — an estimated $63K sold.

Kiley Juergens Wealth Management first reported a position in EPP in Q4 2017 and held it in 3 quarters. The position peaked at $65K in Q4 2017. 224 funds tracked by Wall St. Rank hold EPP as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,390 iShares MSCI Pacific ex Japan ETF shares in Q4 2018, an estimated $63K.
  • Kiley Juergens Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $65K in Q4 2017.
  • 224 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.