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Leading Edge Financial Planning’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Leading Edge Financial Planning’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
Q4 		– Sell
-5,853
Closed -$233K – 62
2023
Q3 		$233K Sell
5,853
-781
-12% -$32.3K 0.15% 58
2023
Q2 		$280K Sell
6,634
-1,994
-23% -$86.3K 0.18% 49
2023
Q1 		$378K Hold
8,628
– – 0.27% 45
2022
Q4 		$369K Buy
+8,628
New +$353K 0.32% 45

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leading Edge Financial Planning's EPP Position: Q4 2023 in Review

Leading Edge Financial Planning sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2023, closing a stake of 5,853 shares — an estimated $233K sold.

Leading Edge Financial Planning first reported a position in EPP in Q4 2022 and held it in 4 quarters. The position peaked at $378K in Q1 2023. 188 funds tracked by Wall St. Rank hold EPP as of Q4 2023.

  • Leading Edge Financial Planning reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2023 after selling out during the quarter.
  • Leading Edge Financial Planning sold 5,853 iShares MSCI Pacific ex Japan ETF shares in Q4 2023, an estimated $233K.
  • Leading Edge Financial Planning first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2022 and held it in 4 quarters.
  • Leading Edge Financial Planning's iShares MSCI Pacific ex Japan ETF position peaked at $378K in Q1 2023.
  • 188 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2023.

Based on Leading Edge Financial Planning's 13F filing for Q4 2023, filed 13 Feb 2024.