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RiverGlades Family Offices’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

RiverGlades Family Offices’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
2018
Q3 		– Sell
-4,875
Closed -$224K – 70
2018
Q2 		$224K Buy
4,875
+155
+3% +$7.32K 0.2% 64
2018
Q1 		$219K Buy
4,720
+40
+0.9% +$1.92K 0.17% 76
2017
Q4 		$224K Buy
+4,680
New +$221K 0.18% 65

Other funds holding EPP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RiverGlades Family Offices's EPP Position: Q3 2018 in Review

RiverGlades Family Offices sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2018, closing a stake of 4,875 shares — an estimated $224K sold.

RiverGlades Family Offices first reported a position in EPP in Q4 2017 and held it in 3 quarters. The position peaked at $224K in Q2 2018. 239 funds tracked by Wall St. Rank hold EPP as of Q3 2018.

  • RiverGlades Family Offices reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2018 after selling out during the quarter.
  • RiverGlades Family Offices sold 4,875 iShares MSCI Pacific ex Japan ETF shares in Q3 2018, an estimated $224K.
  • RiverGlades Family Offices first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2017 and held it in 3 quarters.
  • RiverGlades Family Offices's iShares MSCI Pacific ex Japan ETF position peaked at $224K in Q2 2018.
  • 239 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2018.

Based on RiverGlades Family Offices's 13F filing for Q3 2018, filed 13 Nov 2018.