Trust Company of Vermont’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Trust Company of Vermont’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	–	Sell	-48	Closed	-$2K	–	978
2022 Q2	$2K	Buy	+48	New	+$2.18K	﹤0.01%	856
2013 Q3	–	Sell	-465	Closed	-$20K	–	712
2013 Q2	$20K	Buy	+465	New	+$22.4K	﹤0.01%	471

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 $39B AUM 37.51% 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

Trust Company of Vermont's EPP Position: Q3 2022 in Review

Trust Company of Vermont sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2022, closing a stake of 48 shares — an estimated $2K sold.

Trust Company of Vermont first reported a position in EPP in Q2 2013 and held it in 2 quarters. The position peaked at $20K in Q2 2013. 192 funds tracked by Wall St. Rank hold EPP as of Q3 2022.

Trust Company of Vermont reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2022 after selling out during the quarter.
Trust Company of Vermont sold 48 iShares MSCI Pacific ex Japan ETF shares in Q3 2022, an estimated $2K.
Trust Company of Vermont first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2013 and held it in 2 quarters.
Trust Company of Vermont's iShares MSCI Pacific ex Japan ETF position peaked at $20K in Q2 2013.
192 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2022.

Based on Trust Company of Vermont's 13F filing for Q3 2022, filed 24 Oct 2022.