Primoris Wealth Advisors
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Primoris Wealth Advisors’s iShares MSCI Philippines ETF EPHE Stock Holding History

Primoris Wealth 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
2024
Q2 		– Sell
-40,850
Closed -$1.13M – 100
2024
Q1 		$1.13M Buy
+40,850
New +$1.11M 0.9% 37

Other funds holding EPHE

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Sun Life Financial
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
Vista Finance
Vista Finance Clayton, Missouri $188M AUM 14.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Primoris Wealth Advisors's EPHE Position: Q2 2024 in Review

Primoris Wealth Advisors sold out of iShares MSCI Philippines ETF (EPHE) in Q2 2024, closing a stake of 40,850 shares — an estimated $1.13M sold.

Primoris Wealth Advisors first reported a position in EPHE in Q1 2024 and held it in 1 quarter. The position peaked at $1.13M in Q1 2024. 33 funds tracked by Wall St. Rank hold EPHE as of Q2 2024.

  • Primoris Wealth Advisors reported no remaining iShares MSCI Philippines ETF position as of Q2 2024 after selling out during the quarter.
  • Primoris Wealth Advisors sold 40,850 iShares MSCI Philippines ETF shares in Q2 2024, an estimated $1.13M.
  • Primoris Wealth Advisors first reported a position in iShares MSCI Philippines ETF in Q1 2024 and held it in 1 quarter.
  • Primoris Wealth Advisors's iShares MSCI Philippines ETF position peaked at $1.13M in Q1 2024.
  • 33 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q2 2024.

Based on Primoris Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.