Robert N. Shapiro’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Robert N. Shapiro’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
2014 Q4	$26K	Hold	592	–	–	0.01%	569
2014 Q3	$27K	Hold	592	–	–	0.01%	583
2014 Q2	$29K	Hold	592	–	–	0.01%	546
2014 Q1	$28K	Hold	592	–	–	0.01%	540
2013 Q4	$28K	Hold	592	–	–	0.01%	548
2013 Q3	$28K	Hold	592	–	–	﹤0.01%	719
2013 Q2	$25K	Buy	+592	New	+$28.5K	0.01%	702

Other funds holding EPP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Robert N. Shapiro's EPP Position: Q4 2014 in Review

Robert N. Shapiro held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q4 2014 at 592 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #569.

Robert N. Shapiro first reported a position in EPP in Q2 2013 and has held it in 7 quarters since. The position peaked at $29K in Q2 2014. 228 funds tracked by Wall St. Rank hold EPP as of Q4 2014.

Robert N. Shapiro held 592 shares of iShares MSCI Pacific ex Japan ETF worth $26K as of Q4 2014.
Robert N. Shapiro left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q4 2014.
iShares MSCI Pacific ex Japan ETF made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #569 holding.
Robert N. Shapiro first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's iShares MSCI Pacific ex Japan ETF position peaked at $29K in Q2 2014.
228 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.