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Smith & Howard Wealth Management’s iShares MSCI Philippines ETF EPHE Stock Holding History

Smith & Howard Wealth Management’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
2013
Q3 		– Sell
-410
Closed -$14K – 257
2013
Q2 		$14K Buy
+410
New +$16.2K 0.01% 157

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USAA
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HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Smith & Howard Wealth Management's EPHE Position: Q3 2013 in Review

Smith & Howard Wealth Management sold out of iShares MSCI Philippines ETF (EPHE) in Q3 2013, closing a stake of 410 shares — an estimated $14K sold.

Smith & Howard Wealth Management first reported a position in EPHE in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 57 funds tracked by Wall St. Rank hold EPHE as of Q3 2013.

  • Smith & Howard Wealth Management reported no remaining iShares MSCI Philippines ETF position as of Q3 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 410 iShares MSCI Philippines ETF shares in Q3 2013, an estimated $14K.
  • Smith & Howard Wealth Management first reported a position in iShares MSCI Philippines ETF in Q2 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's iShares MSCI Philippines ETF position peaked at $14K in Q2 2013.
  • 57 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q3 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2013, filed 31 Oct 2013.