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

LM 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
2024 Q1	–	Sell	-645	Closed	-$28K	–	366
2023 Q4	$28K	Buy	+645	New	+$26.1K	0.01%	389

Other funds holding EPP

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $33.9B AUM 25.88% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

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

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

LM Advisors's EPP Position: Q1 2024 in Review

LM Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2024, closing a stake of 645 shares — an estimated $28K sold.

LM Advisors first reported a position in EPP in Q4 2023 and held it in 1 quarter. The position peaked at $28K in Q4 2023. 186 funds tracked by Wall St. Rank hold EPP as of Q1 2024.

LM Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 645 iShares MSCI Pacific ex Japan ETF shares in Q1 2024, an estimated $28K.
LM Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $28K in Q4 2023.
186 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.