Wealthcare Advisory Partners’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-126	Closed	-$6K	–	923
2021 Q1	$6K	Buy	+126	New	+$6.31K	﹤0.01%	1589
2020 Q2	–	Sell	-124	Closed	-$4K	–	617
2020 Q1	$4K	Buy	124 +64	+107%	+$2.71K	﹤0.01%	1151
2019 Q4	$3K	Hold	60	–	–	﹤0.01%	1192
2019 Q3	$3K	Hold	60	–	–	﹤0.01%	1145
2019 Q2	$3K	Hold	60	–	–	﹤0.01%	1137
2019 Q1	$3K	Hold	60	–	–	﹤0.01%	1038
2018 Q4	$2K	Sell	60 -21	-26%	-$890	﹤0.01%	1071
2018 Q3	$4K	Buy	81 +21	+35%	+$963	﹤0.01%	1024
2018 Q2	$3K	Hold	60	–	–	﹤0.01%	1060
2018 Q1	$3K	Hold	60	–	–	﹤0.01%	910
2017 Q4	$3K	Hold	60	–	–	﹤0.01%	869
2017 Q3	$3K	Buy	+60	New	+$2.77K	﹤0.01%	722

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

Wealthcare Advisory Partners's EPP Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2021, closing a stake of 126 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in EPP in Q3 2017 and held it in 12 quarters. The position peaked at $6K in Q1 2021. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 126 iShares MSCI Pacific ex Japan ETF shares in Q2 2021, an estimated $6K.
Wealthcare Advisory Partners first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's iShares MSCI Pacific ex Japan ETF position peaked at $6K in Q1 2021.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.