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McGlone Suttner Wealth Management’s iShares MSCI Philippines ETF EPHE Stock Holding History

McGlone Suttner Wealth Management’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6
Closed -$159 – 354
2023
Q4 		$159 Buy
+6
New +$149 ﹤0.01% 761

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SLF
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VF
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HH
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return
PWA
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McGlone Suttner Wealth Management's EPHE Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of iShares MSCI Philippines ETF (EPHE) in Q1 2024, closing a stake of 6 shares — an estimated $159 sold.

McGlone Suttner Wealth Management first reported a position in EPHE in Q4 2023 and held it in 1 quarter. The position peaked at $159 in Q4 2023. 48 funds tracked by Wall St. Rank hold EPHE as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining iShares MSCI Philippines ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 6 iShares MSCI Philippines ETF shares in Q1 2024, an estimated $159.
  • McGlone Suttner Wealth Management first reported a position in iShares MSCI Philippines ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's iShares MSCI Philippines ETF position peaked at $159 in Q4 2023.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.