Laird Norton Wetherby Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Laird Norton Wetherby 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
2022 Q3	–	Sell	-5,450	Closed	-$227K	–	901
2022 Q2	$227K	Hold	5,450	–	–	0.02%	780
2022 Q1	$268K	Hold	5,450	–	–	0.02%	749
2021 Q4	$260K	Hold	5,450	–	–	0.01%	773
2021 Q3	$266K	Hold	5,450	–	–	0.02%	763
2021 Q2	$282K	Buy	+5,450	New	+$286K	0.02%	736
2021 Q1	–	Sell	-5,450	Closed	-$261K	–	814
2020 Q4	$261K	Buy	+5,450	New	+$243K	0.02%	718

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's EPP Position: Q3 2022 in Review

Laird Norton Wetherby Wealth Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2022, closing a stake of 5,450 shares — an estimated $227K sold.

Laird Norton Wetherby Wealth Management first reported a position in EPP in Q4 2020 and held it in 6 quarters. The position peaked at $282K in Q2 2021. 192 funds tracked by Wall St. Rank hold EPP as of Q3 2022.

Laird Norton Wetherby Wealth Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 5,450 iShares MSCI Pacific ex Japan ETF shares in Q3 2022, an estimated $227K.
Laird Norton Wetherby Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2020 and held it in 6 quarters.
Laird Norton Wetherby Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $282K in Q2 2021.
192 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.