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

Plante Moran 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
2019 Q4	–	Sell	-454	Closed	-$20K	–	793
2019 Q3	$20K	Buy	+454	New	+$20.7K	0.01%	494
2018 Q2	–	Sell	-39	Closed	-$2K	–	857
2018 Q1	$2K	Buy	+39	New	+$1.88K	﹤0.01%	830
2016 Q1	–	Sell	-407	Closed	-$16K	–	897
2015 Q4	$16K	Buy	+407	New	+$15.8K	0.01%	484

Other funds holding EPP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Plante Moran Financial Advisors's EPP Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2019, closing a stake of 454 shares — an estimated $20K sold.

Plante Moran Financial Advisors first reported a position in EPP in Q4 2015 and held it in 3 quarters. The position peaked at $20K in Q3 2019. 223 funds tracked by Wall St. Rank hold EPP as of Q4 2019.

Plante Moran Financial Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2019 after selling out during the quarter.
Plante Moran Financial Advisors sold 454 iShares MSCI Pacific ex Japan ETF shares in Q4 2019, an estimated $20K.
Plante Moran Financial Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2015 and held it in 3 quarters.
Plante Moran Financial Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $20K in Q3 2019.
223 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.