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Pinnacle Wealth Planning Services’s iShares MSCI Philippines ETF EPHE Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-31
Closed -$1K – 842
2020
Q4 		$1K Buy
+31
New +$943 ﹤0.01% 2103

Other funds holding EPHE

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pinnacle Wealth Planning Services's EPHE Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of iShares MSCI Philippines ETF (EPHE) in Q1 2021, closing a stake of 31 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in EPHE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 49 funds tracked by Wall St. Rank hold EPHE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining iShares MSCI Philippines ETF position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 31 iShares MSCI Philippines ETF shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in iShares MSCI Philippines ETF in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's iShares MSCI Philippines ETF position peaked at $1K in Q4 2020.
  • 49 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.