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Lumature Wealth Partners’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Lumature Wealth Partners’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
2021
Q4 		– Sell
-60
Closed -$3K – 397
2021
Q3 		$3K Hold
60
– – ﹤0.01% 384
2021
Q2 		$3K Hold
60
– – ﹤0.01% 350
2021
Q1 		$3K Buy
+60
New +$3K ﹤0.01% 332

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lumature Wealth Partners's EPP Position: Q4 2021 in Review

Lumature Wealth Partners sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2021, closing a stake of 60 shares — an estimated $3K sold.

Lumature Wealth Partners first reported a position in EPP in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 197 funds tracked by Wall St. Rank hold EPP as of Q4 2021.

  • Lumature Wealth Partners reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2021 after selling out during the quarter.
  • Lumature Wealth Partners sold 60 iShares MSCI Pacific ex Japan ETF shares in Q4 2021, an estimated $3K.
  • Lumature Wealth Partners first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2021 and held it in 3 quarters.
  • Lumature Wealth Partners's iShares MSCI Pacific ex Japan ETF position peaked at $3K in Q3 2021.
  • 197 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2021.

Based on Lumature Wealth Partners's 13F filing for Q4 2021, filed 10 Feb 2022.