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

Kingsview 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
2023 Q2	–	Sell	-33,033	Closed	-$1.45M	–	925
2023 Q1	$1.45M	Buy	+33,033	New	+$1.47M	0.06%	305
2019 Q4	–	Sell	-6,307	Closed	-$282K	–	499
2019 Q3	$282K	Buy	+6,307	New	+$288K	0.04%	347

Other funds holding EPP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Kingsview Wealth Management's EPP Position: Q2 2023 in Review

Kingsview Wealth Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2023, closing a stake of 33,033 shares — an estimated $1.45M sold.

Kingsview Wealth Management first reported a position in EPP in Q3 2019 and held it in 2 quarters. The position peaked at $1.45M in Q1 2023. 190 funds tracked by Wall St. Rank hold EPP as of Q2 2023.

Kingsview Wealth Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2023 after selling out during the quarter.
Kingsview Wealth Management sold 33,033 iShares MSCI Pacific ex Japan ETF shares in Q2 2023, an estimated $1.45M.
Kingsview Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2019 and held it in 2 quarters.
Kingsview Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $1.45M in Q1 2023.
190 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.