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Peak Financial Advisors’s iShares MSCI Philippines ETF EPHE Stock Holding History

Peak Financial Advisors’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
2022
Q1 		– Sell
-6,563
Closed -$208K – 89
2021
Q4 		$208K Buy
+6,563
New +$211K 0.16% 73

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Goldman Sachs
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CW
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SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peak Financial Advisors's EPHE Position: Q1 2022 in Review

Peak Financial Advisors sold out of iShares MSCI Philippines ETF (EPHE) in Q1 2022, closing a stake of 6,563 shares — an estimated $208K sold.

Peak Financial Advisors first reported a position in EPHE in Q4 2021 and held it in 1 quarter. The position peaked at $208K in Q4 2021. 50 funds tracked by Wall St. Rank hold EPHE as of Q1 2022.

  • Peak Financial Advisors reported no remaining iShares MSCI Philippines ETF position as of Q1 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 6,563 iShares MSCI Philippines ETF shares in Q1 2022, an estimated $208K.
  • Peak Financial Advisors first reported a position in iShares MSCI Philippines ETF in Q4 2021 and held it in 1 quarter.
  • Peak Financial Advisors's iShares MSCI Philippines ETF position peaked at $208K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.