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Raab & Moskowitz Asset Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Raab & Moskowitz Asset Management’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
2020
Q1 		– Sell
-1,635
Closed -$75K – 242
2019
Q4 		$75K Buy
+1,635
New +$74.8K 0.03% 214
2018
Q4 		– Sell
-4,165
Closed -$189K – 255
2018
Q3 		$189K Sell
4,165
-270
-6% -$12.4K 0.08% 164
2018
Q2 		$204K Sell
4,435
-390
-8% -$18.4K 0.1% 162
2018
Q1 		$224K Sell
4,825
-585
-11% -$28.1K 0.11% 141
2017
Q4 		$258K Sell
5,410
-522
-9% -$24.7K 0.12% 132
2017
Q3 		$277K Hold
5,932
– – 0.13% 123
2017
Q2 		$271K Sell
5,932
-1,082
-15% -$48.2K 0.13% 125
2017
Q1 		$313K Sell
7,014
-2,712
-28% -$117K 0.16% 116
2016
Q4 		$384K Sell
9,726
-117
-1% -$4.81K 0.21% 105
2016
Q3 		$416K Sell
9,843
-133
-1% -$5.48K 0.24% 95
2016
Q2 		$391K Sell
9,976
-619
-6% -$24.2K 0.22% 98
2016
Q1 		$415K Sell
10,595
-1,605
-13% -$58.2K 0.25% 93
2015
Q4 		$468K Sell
12,200
-2,126
-15% -$82.6K 0.28% 88
2015
Q3 		$525K Hold
14,326
– – 0.34% 79
2015
Q2 		$621K Buy
14,326
+77
+0.5% +$3.57K 0.38% 74
2015
Q1 		$646K Buy
14,249
+460
+3% +$20.8K 0.39% 74
2014
Q4 		$606K Sell
13,789
-260
-2% -$12K 0.35% 75
2014
Q3 		$647K Sell
14,049
-120
-0.8% -$6K 0.31% 91
2014
Q2 		$698K Sell
14,169
-150
-1% -$7.43K 0.33% 88
2014
Q1 		$689K Sell
14,319
-385
-3% -$17.8K 0.38% 86
2013
Q4 		$687K Buy
+14,704
New +$709K 0.39% 84

Other funds holding EPP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Raab & Moskowitz Asset Management's EPP Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2020, closing a stake of 1,635 shares — an estimated $75K sold.

Raab & Moskowitz Asset Management first reported a position in EPP in Q4 2013 and held it in 21 quarters. The position peaked at $698K in Q2 2014. 190 funds tracked by Wall St. Rank hold EPP as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 1,635 iShares MSCI Pacific ex Japan ETF shares in Q1 2020, an estimated $75K.
  • Raab & Moskowitz Asset Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2013 and held it in 21 quarters.
  • Raab & Moskowitz Asset Management's iShares MSCI Pacific ex Japan ETF position peaked at $698K in Q2 2014.
  • 190 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.