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Sunbelt Securities’s iShares MSCI Philippines ETF EPHE Stock Holding History

Sunbelt Securities’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
Q4 		– Sell
-14
Closed -$408 – 1840
2024
Q3 		$408 Buy
+14
New +$373 ﹤0.01% 1755
2024
Q2 		– Sell
-3,391
Closed -$93.7K – 1781
2024
Q1 		$93.7K Buy
+3,391
New +$91.8K 0.01% 731
2022
Q2 		– Sell
-14,205
Closed -$440K – 452
2022
Q1 		$440K Buy
+14,205
New +$448K 0.08% 281

Other funds holding EPHE

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sunbelt Securities's EPHE Position: Q4 2024 in Review

Sunbelt Securities sold out of iShares MSCI Philippines ETF (EPHE) in Q4 2024, closing a stake of 14 shares — an estimated $408 sold.

Sunbelt Securities first reported a position in EPHE in Q1 2022 and held it in 3 quarters. The position peaked at $440K in Q1 2022. 36 funds tracked by Wall St. Rank hold EPHE as of Q4 2024.

  • Sunbelt Securities reported no remaining iShares MSCI Philippines ETF position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 14 iShares MSCI Philippines ETF shares in Q4 2024, an estimated $408.
  • Sunbelt Securities first reported a position in iShares MSCI Philippines ETF in Q1 2022 and held it in 3 quarters.
  • Sunbelt Securities's iShares MSCI Philippines ETF position peaked at $440K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.