Tyler-Stone Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-487	Closed	-$20.9K	–	492
2024 Q2	$20.9K	Sell	487 -145	-23%	-$6.25K	0.01%	516
2024 Q1	$27.1K	Hold	632	–	–	0.01%	469
2023 Q4	$27.4K	Hold	632	–	–	0.01%	454
2023 Q3	$25K	Hold	632	–	–	0.01%	448
2023 Q2	$27K	Buy	+632	New	+$27.4K	0.02%	440
2022 Q4	$26K	Hold	597	–	–	0.02%	410
2022 Q3	$22K	Sell	597 -2,483	-81%	-$104K	0.02%	415
2022 Q2	$128K	Hold	3,080	–	–	0.09%	203
2022 Q1	$152K	Hold	3,080	–	–	0.08%	207
2021 Q4	$147K	Buy	+3,080	New	+$152K	0.08%	219

Other funds holding EPP

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

PCIG

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

Tyler-Stone Wealth Management's EPP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2024, closing a stake of 487 shares — an estimated $20.9K sold.

Tyler-Stone Wealth Management first reported a position in EPP in Q4 2021 and held it in 10 quarters. The position peaked at $152K in Q1 2022. 185 funds tracked by Wall St. Rank hold EPP as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 487 iShares MSCI Pacific ex Japan ETF shares in Q3 2024, an estimated $20.9K.
Tyler-Stone Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $152K in Q1 2022.
185 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.