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Mitchell Sinkler & Starr’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Mitchell Sinkler & Starr’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
-5,941
Closed -$258K – 196
2023
Q4 		$258K Buy
+5,941
New +$241K 0.05% 165
2014
Q2 		– Sell
-4,955
Closed -$238K – 91
2014
Q1 		$238K Hold
4,955
– – 0.27% 75
2013
Q4 		$232K Hold
4,955
– – 0.26% 74
2013
Q3 		$236K Sell
4,955
-83,695
-94% -$3.81M 0.27% 75
2013
Q2 		$3.81M Buy
+88,650
New +$4.27M 0.84% 34

Other funds holding EPP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mitchell Sinkler & Starr's EPP Position: Q1 2024 in Review

Mitchell Sinkler & Starr sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2024, closing a stake of 5,941 shares — an estimated $258K sold.

Mitchell Sinkler & Starr first reported a position in EPP in Q2 2013 and held it in 5 quarters. The position peaked at $3.81M in Q2 2013. 186 funds tracked by Wall St. Rank hold EPP as of Q1 2024.

  • Mitchell Sinkler & Starr reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 5,941 iShares MSCI Pacific ex Japan ETF shares in Q1 2024, an estimated $258K.
  • Mitchell Sinkler & Starr first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2013 and held it in 5 quarters.
  • Mitchell Sinkler & Starr's iShares MSCI Pacific ex Japan ETF position peaked at $3.81M in Q2 2013.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2024, filed 30 Apr 2024.