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Pathway Financial Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Pathway Financial Advisors’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
2018
Q3 		– Sell
-20
Closed -$1K – 173
2018
Q2 		$1K Hold
20
– – ﹤0.01% 403
2018
Q1 		$1K Hold
20
– – ﹤0.01% 422
2017
Q4 		$1K Buy
+20
New +$945 ﹤0.01% 444

Other funds holding EPP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pathway Financial Advisors's EPP Position: Q3 2018 in Review

Pathway Financial Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2018, closing a stake of 20 shares — an estimated $1K sold.

Pathway Financial Advisors first reported a position in EPP in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 239 funds tracked by Wall St. Rank hold EPP as of Q3 2018.

  • Pathway Financial Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 20 iShares MSCI Pacific ex Japan ETF shares in Q3 2018, an estimated $1K.
  • Pathway Financial Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $1K in Q2 2018.
  • 239 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.