Larson Financial Group’s iShares MSCI Philippines ETF EPHE Stock Holding History

Larson Financial Group’s Portfolio EPHE Stock Details EPHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-32	Closed	-$1K	–	847
2021 Q1	$1K	Hold	32	–	–	﹤0.01%	762
2020 Q4	$1K	Hold	32	–	–	﹤0.01%	687
2020 Q3	$1K	Hold	32	–	–	﹤0.01%	652
2020 Q2	$1K	Sell	32 -59	-65%	-$1.49K	﹤0.01%	610
2020 Q1	$2K	Hold	91	–	–	﹤0.01%	426
2019 Q4	$3K	Buy	91 +1	+1%	+$34	﹤0.01%	419
2019 Q3	$3K	Hold	90	–	–	﹤0.01%	403
2019 Q2	$3K	Hold	90	–	–	﹤0.01%	355
2019 Q1	$3K	Hold	90	–	–	﹤0.01%	344
2018 Q4	$3K	Buy	+90	New	+$2.74K	﹤0.01%	322

Other funds holding EPHE

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Larson Financial Group's EPHE Position: Q2 2021 in Review

Larson Financial Group sold out of iShares MSCI Philippines ETF (EPHE) in Q2 2021, closing a stake of 32 shares — an estimated $1K sold.

Larson Financial Group first reported a position in EPHE in Q4 2018 and held it in 10 quarters. The position peaked at $3K in Q4 2019. 44 funds tracked by Wall St. Rank hold EPHE as of Q2 2021.

Larson Financial Group reported no remaining iShares MSCI Philippines ETF position as of Q2 2021 after selling out during the quarter.
Larson Financial Group sold 32 iShares MSCI Philippines ETF shares in Q2 2021, an estimated $1K.
Larson Financial Group first reported a position in iShares MSCI Philippines ETF in Q4 2018 and held it in 10 quarters.
Larson Financial Group's iShares MSCI Philippines ETF position peaked at $3K in Q4 2019.
44 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q2 2021.

Based on Larson Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.