PO
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Private Ocean’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Private Ocean’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
2024
Q2 		$24.5K Buy
+569
New +$24.5K ﹤0.01% 321

Other funds holding EPP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Ocean's EPP Position: Q2 2024 in Review

Private Ocean opened a new position in iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2024: 569 shares worth $24.5K. The stake represents ﹤0.01% of the portfolio and ranks #321 among its holdings.

184 funds tracked by Wall St. Rank hold EPP as of Q2 2024.

  • Private Ocean held 569 shares of iShares MSCI Pacific ex Japan ETF worth $24.5K as of Q2 2024.
  • iShares MSCI Pacific ex Japan ETF was a new Private Ocean position in Q2 2024.
  • iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #321 holding.
  • 184 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.