Surevest’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Surevest’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
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	445
2022 Q2	$1K	Buy	+19	New	+$863	﹤0.01%	480

Other funds holding EPP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Surevest's EPP Position: Q3 2022 in Review

Surevest held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q3 2022 at 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Surevest first reported a position in EPP in Q2 2022 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold EPP as of Q3 2022.

Surevest held 19 shares of iShares MSCI Pacific ex Japan ETF worth $1K as of Q3 2022.
Surevest left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q3 2022.
iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #445 holding.
Surevest first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2022 and has held it in 2 quarters since.
192 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.