Laird Norton Wetherby Trust Company’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Laird Norton Wetherby Trust Company’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
2022 Q2	–	Sell	-97,150	Closed	-$4.78M	–	142
2022 Q1	$4.78M	Hold	97,150	–	–	0.44%	24
2021 Q4	$4.64M	Hold	97,150	–	–	0.43%	25
2021 Q3	$4.74M	Hold	97,150	–	–	0.48%	21
2021 Q2	$5.02M	Hold	97,150	–	–	0.52%	21
2021 Q1	$4.65M	Hold	97,150	–	–	0.51%	23
2020 Q4	$4.65M	Buy	+97,150	New	+$4.33M	0.52%	23

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laird Norton Wetherby Trust Company's EPP Position: Q2 2022 in Review

Laird Norton Wetherby Trust Company sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2022, closing a stake of 97,150 shares — an estimated $4.78M sold.

Laird Norton Wetherby Trust Company first reported a position in EPP in Q4 2020 and held it in 6 quarters. The position peaked at $5.02M in Q2 2021. 209 funds tracked by Wall St. Rank hold EPP as of Q2 2022.

Laird Norton Wetherby Trust Company reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2022 after selling out during the quarter.
Laird Norton Wetherby Trust Company sold 97,150 iShares MSCI Pacific ex Japan ETF shares in Q2 2022, an estimated $4.78M.
Laird Norton Wetherby Trust Company first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2020 and held it in 6 quarters.
Laird Norton Wetherby Trust Company's iShares MSCI Pacific ex Japan ETF position peaked at $5.02M in Q2 2021.
209 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2022.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2022, filed 3 Aug 2022.