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

Synovus Financial’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
2023 Q3	–	Sell	-5,736	Closed	-$242K	–	849
2023 Q2	$242K	Buy	5,736 +12	+0.2%	+$520	﹤0.01%	770
2023 Q1	$251K	Sell	5,724 -93	-2%	-$4.14K	﹤0.01%	752
2022 Q4	$249K	Buy	5,817 +12	+0.2%	+$491	﹤0.01%	766
2022 Q3	$219K	Hold	5,805	–	–	﹤0.01%	767
2022 Q2	$242K	Buy	5,805 +19	+0.3%	+$863	﹤0.01%	759
2022 Q1	$285K	Sell	5,786 -155	-3%	-$7.32K	﹤0.01%	749
2021 Q4	$284K	Sell	5,941 -32	-0.5%	-$1.58K	﹤0.01%	761
2021 Q3	$292K	Hold	5,973	–	–	﹤0.01%	724
2021 Q2	$310K	Buy	5,973 +878	+17%	+$46.1K	﹤0.01%	715
2021 Q1	$256K	Sell	5,095 -840	-14%	-$42.1K	﹤0.01%	683
2020 Q4	$284K	Buy	5,935 +2	+0%	+$89	﹤0.01%	659
2020 Q3	$240K	Buy	5,933 +618	+12%	+$25.6K	﹤0.01%	646
2020 Q2	$211K	Sell	5,315 -1,036	-16%	-$38.8K	﹤0.01%	635
2020 Q1	$215K	Buy	6,351 +751	+13%	+$31.8K	﹤0.01%	751
2019 Q4	$260K	Buy	5,600 +176	+3%	+$8.05K	﹤0.01%	624
2019 Q3	$243K	Hold	5,424	–	–	﹤0.01%	616
2019 Q2	$257K	Hold	5,424	–	–	﹤0.01%	562
2019 Q1	$249K	Sell	5,424 -63	-1%	-$2.79K	﹤0.01%	547
2018 Q4	$224K	Hold	5,487	–	–	﹤0.01%	536
2018 Q3	$249K	Hold	5,487	–	–	﹤0.01%	557
2018 Q2	$253K	Hold	5,487	–	–	﹤0.01%	542
2018 Q1	$255K	Sell	5,487 -117	-2%	-$5.63K	﹤0.01%	531
2017 Q4	$268K	Hold	5,604	–	–	﹤0.01%	511
2017 Q3	$259K	Hold	5,604	–	–	﹤0.01%	510
2017 Q2	$249K	Hold	5,604	–	–	0.01%	527
2017 Q1	$250K	Hold	5,604	–	–	0.01%	488
2016 Q4	$222K	Sell	5,604 -50	-0.9%	-$2.06K	0.01%	490
2016 Q3	$240K	Hold	5,654	–	–	0.01%	461
2016 Q2	$221K	Hold	5,654	–	–	0.01%	457
2016 Q1	$221K	Sell	5,654 -200	-3%	-$7.25K	0.01%	460
2015 Q4	$224K	Sell	5,854 -25	-0.4%	-$971	0.01%	427
2015 Q3	$216K	Sell	5,879 -406	-6%	-$16.3K	0.01%	418
2015 Q2	$273K	Sell	6,285 -1,885	-23%	-$87.3K	0.01%	398
2015 Q1	$370K	Sell	8,170 -2,560	-24%	-$116K	0.01%	382
2014 Q4	$472K	Buy	10,730 +165	+2%	+$7.64K	0.01%	353
2014 Q3	$488K	Sell	10,565 -2,505	-19%	-$125K	0.01%	347
2014 Q2	$645K	Buy	13,070 +1,782	+16%	+$88.3K	0.02%	290
2014 Q1	$543K	Buy	11,288 +145	+1%	+$6.69K	0.02%	306
2013 Q4	$521K	Buy	11,143 +1,111	+11%	+$53.5K	0.02%	299
2013 Q3	$479K	Sell	10,032 -173	-2%	-$7.88K	0.02%	306
2013 Q2	$437K	Buy	+10,205	New	+$492K	0.01%	308

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Synovus Financial's EPP Position: Q3 2023 in Review

Synovus Financial sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2023, closing a stake of 5,736 shares — an estimated $242K sold.

Synovus Financial first reported a position in EPP in Q2 2013 and held it in 41 quarters. The position peaked at $645K in Q2 2014. 187 funds tracked by Wall St. Rank hold EPP as of Q3 2023.

Synovus Financial reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2023 after selling out during the quarter.
Synovus Financial sold 5,736 iShares MSCI Pacific ex Japan ETF shares in Q3 2023, an estimated $242K.
Synovus Financial first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2013 and held it in 41 quarters.
Synovus Financial's iShares MSCI Pacific ex Japan ETF position peaked at $645K in Q2 2014.
187 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2023.

Based on Synovus Financial's 13F filing for Q3 2023, filed 13 Nov 2023.