Lenox Wealth Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Lenox Wealth Advisors’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 Q1	$1K	Hold	24	–	–	﹤0.01%	703
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	831
2021 Q3	$1K	Sell	24 -202	-89%	-$10.3K	﹤0.01%	666
2021 Q2	$12K	Buy	226 +202	+842%	+$10.6K	﹤0.01%	439
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	648
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	594
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	547
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	552
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	674
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	670
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	568
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	382
2019 Q1	$1K	Hold	24	–	–	﹤0.01%	582
2018 Q4	$1K	Hold	24	–	–	﹤0.01%	358
2018 Q3	$1K	Hold	24	–	–	﹤0.01%	388
2018 Q2	$1K	Hold	24	–	–	﹤0.01%	513
2018 Q1	$1K	Buy	24 +14	+140%	+$673	﹤0.01%	504
2017 Q4	$0	Buy	+10	New	+$472	﹤0.01%	406

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

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Lenox Wealth Advisors's EPP Position: Q1 2022 in Review

Lenox Wealth Advisors held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q1 2022 at 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Lenox Wealth Advisors first reported a position in EPP in Q4 2017 and has held it in 18 quarters since. The position peaked at $12K in Q2 2021. 202 funds tracked by Wall St. Rank hold EPP as of Q1 2022.

Lenox Wealth Advisors held 24 shares of iShares MSCI Pacific ex Japan ETF worth $1K as of Q1 2022.
Lenox Wealth Advisors left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q1 2022.
iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #703 holding.
Lenox Wealth Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $12K in Q2 2021.
202 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.