MCC
WPS

Money Concepts Capital’s iShares International Developed Property ETF WPS Stock Holding History

Money Concepts Capital’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-625
Closed -$17.1K – 3077
2022
Q4 		$17.1K Buy
+625
New +$16.4K ﹤0.01% 1752
2022
Q2 		– Sell
-625
Closed -$22K – 2710
2022
Q1 		$22K Buy
+625
New +$22.2K ﹤0.01% 1585

Other funds holding WPS

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $152M AUM 9.43% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Money Concepts Capital's WPS Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares International Developed Property ETF (WPS) in Q1 2023, closing a stake of 625 shares — an estimated $17.1K sold.

Money Concepts Capital first reported a position in WPS in Q1 2022 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 31 funds tracked by Wall St. Rank hold WPS as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares International Developed Property ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 625 iShares International Developed Property ETF shares in Q1 2023, an estimated $17.1K.
  • Money Concepts Capital first reported a position in iShares International Developed Property ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's iShares International Developed Property ETF position peaked at $22K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.