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Morton Brown Family Wealth’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Morton Brown Family Wealth’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
2022
Q4 		– Sell
-984
Closed -$37K – 185
2022
Q3 		$37K Sell
984
-316
-24% -$13.2K 0.03% 74
2022
Q2 		$54K Hold
1,300
– – 0.04% 63
2022
Q1 		$64K Hold
1,300
– – 0.05% 62
2021
Q4 		$62K Buy
+1,300
New +$64.3K 0.05% 67

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Morton Brown Family Wealth's EPP Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2022, closing a stake of 984 shares — an estimated $37K sold.

Morton Brown Family Wealth first reported a position in EPP in Q4 2021 and held it in 4 quarters. The position peaked at $64K in Q1 2022. 193 funds tracked by Wall St. Rank hold EPP as of Q4 2022.

  • Morton Brown Family Wealth reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 984 iShares MSCI Pacific ex Japan ETF shares in Q4 2022, an estimated $37K.
  • Morton Brown Family Wealth first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2021 and held it in 4 quarters.
  • Morton Brown Family Wealth's iShares MSCI Pacific ex Japan ETF position peaked at $64K in Q1 2022.
  • 193 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.