PSI Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

PSI 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
2023 Q4	–	Sell	-51	Closed	-$2.03K	–	884
2023 Q3	$2.03K	Hold	51	–	–	﹤0.01%	685
2023 Q2	$2.15K	Hold	51	–	–	﹤0.01%	659
2023 Q1	$2.23K	Hold	51	–	–	﹤0.01%	606
2022 Q4	$2.18K	Hold	51	–	–	﹤0.01%	603
2022 Q3	$2K	Hold	51	–	–	﹤0.01%	616
2022 Q2	$2K	Hold	51	–	–	﹤0.01%	660
2022 Q1	$3K	Hold	51	–	–	﹤0.01%	589
2021 Q4	$2K	Hold	51	–	–	﹤0.01%	657
2021 Q3	$2K	Buy	+51	New	+$2.6K	﹤0.01%	649
2020 Q1	–	Sell	-51	Closed	-$2K	–	245
2019 Q4	$2K	Buy	+51	New	+$2.33K	﹤0.01%	610

Other funds holding EPP

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

PSI Advisors's EPP Position: Q4 2023 in Review

PSI Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2023, closing a stake of 51 shares — an estimated $2.03K sold.

PSI Advisors first reported a position in EPP in Q4 2019 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 188 funds tracked by Wall St. Rank hold EPP as of Q4 2023.

PSI Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2023 after selling out during the quarter.
PSI Advisors sold 51 iShares MSCI Pacific ex Japan ETF shares in Q4 2023, an estimated $2.03K.
PSI Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2019 and held it in 10 quarters.
PSI Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $3K in Q1 2022.
188 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2023.

Based on PSI Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.