Vontobel Swiss Wealth Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Vontobel Swiss Wealth Advisors’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
2021 Q2	$457K	Buy	9,365 +865	+10%	+$45.4K	0.23%	52
2021 Q1	$427K	Buy	8,500 +920	+12%	+$46.1K	0.24%	49
2020 Q4	$363K	Buy	7,580 +580	+8%	+$25.9K	0.21%	53
2020 Q3	$261K	Hold	7,000	–	–	0.18%	57
2020 Q2	$278K	Buy	+7,000	New	+$262K	0.18%	68
2015 Q1	–	Sell	-1,290	Closed	-$57K	–	58
2014 Q4	$57K	Buy	+1,290	New	+$59.7K	0.04%	49

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Vontobel Swiss Wealth Advisors's EPP Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its iShares MSCI Pacific ex Japan ETF (EPP) stake by 10% in Q2 2021, buying an estimated $45.4K and bringing the position to 9,365 shares worth $457K. The position accounts for 0.23% of the portfolio, ranked #52.

Vontobel Swiss Wealth Advisors first reported a position in EPP in Q4 2014 and has held it in 6 quarters since. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2021.

Vontobel Swiss Wealth Advisors held 9,365 shares of iShares MSCI Pacific ex Japan ETF worth $457K as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 865 iShares MSCI Pacific ex Japan ETF shares in Q2 2021, an estimated $45.4K.
iShares MSCI Pacific ex Japan ETF made up 0.23% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #52 holding.
Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2014 and has held it in 6 quarters since.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.