Laurie J. Hall Trustee’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Laurie J. Hall Trustee’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	-495	Closed	-$22K	–	337
2018 Q3	$22K	Hold	495	–	–	0.01%	242
2018 Q2	$23K	Hold	495	–	–	0.01%	230
2018 Q1	$23K	Hold	495	–	–	0.01%	230
2017 Q4	$24K	Buy	+495	New	+$23.4K	0.01%	235

Other funds holding EPP

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

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

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Laurie J. Hall Trustee's EPP Position: Q4 2018 in Review

Laurie J. Hall Trustee sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2018, closing a stake of 495 shares — an estimated $22K sold.

Laurie J. Hall Trustee first reported a position in EPP in Q4 2017 and held it in 4 quarters. The position peaked at $24K in Q4 2017. 224 funds tracked by Wall St. Rank hold EPP as of Q4 2018.

Laurie J. Hall Trustee reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2018 after selling out during the quarter.
Laurie J. Hall Trustee sold 495 iShares MSCI Pacific ex Japan ETF shares in Q4 2018, an estimated $22K.
Laurie J. Hall Trustee first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2017 and held it in 4 quarters.
Laurie J. Hall Trustee's iShares MSCI Pacific ex Japan ETF position peaked at $24K in Q4 2017.
224 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2018.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2018, filed 14 Feb 2019.