Retirement Group’s iShares MSCI Philippines ETF EPHE Stock Holding History

Retirement Group’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 Q1	$1.05K	Hold	38	–	–	﹤0.01%	713
2023 Q4	$988	Hold	38	–	–	﹤0.01%	705
2023 Q3	$947	Hold	38	–	–	﹤0.01%	645
2023 Q2	$990	Hold	38	–	–	﹤0.01%	672
2023 Q1	$1K	Hold	38	–	–	﹤0.01%	631
2022 Q4	$1K	Hold	38	–	–	﹤0.01%	569
2022 Q3	$1K	Hold	38	–	–	﹤0.01%	432
2022 Q2	$1K	Hold	38	–	–	﹤0.01%	676
2022 Q1	$1K	Hold	38	–	–	﹤0.01%	676
2021 Q4	$1K	Hold	38	–	–	﹤0.01%	654
2021 Q3	$1K	Hold	38	–	–	﹤0.01%	568
2021 Q2	$1K	Hold	38	–	–	﹤0.01%	607
2021 Q1	$1K	Hold	38	–	–	﹤0.01%	673
2020 Q4	$1K	Hold	38	–	–	﹤0.01%	606
2020 Q3	$1K	Hold	38	–	–	﹤0.01%	601
2020 Q2	$1K	Buy	+38	New	+$962	﹤0.01%	585
2019 Q4	$1K	Buy	+38	New	+$1.31K	﹤0.01%	586

Other funds holding EPHE

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCC

Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return

PWA

Primoris Wealth Advisors North Palm Beach, Florida $143M AUM 41.6% 1-Year Est. Return

Retirement Group's EPHE Position: Q1 2024 in Review

Retirement Group held its iShares MSCI Philippines ETF (EPHE) position steady in Q1 2024 at 38 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Retirement Group first reported a position in EPHE in Q4 2019 and has held it in 17 quarters since. 48 funds tracked by Wall St. Rank hold EPHE as of Q1 2024.

Retirement Group held 38 shares of iShares MSCI Philippines ETF worth $1.05K as of Q1 2024.
Retirement Group left its iShares MSCI Philippines ETF share count unchanged in Q1 2024.
iShares MSCI Philippines ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #713 holding.
Retirement Group first reported a position in iShares MSCI Philippines ETF in Q4 2019 and has held it in 17 quarters since.
48 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.