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

WealthShield 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
2020 Q4	–	Sell	-5	Closed	–	–	310
2020 Q3	$0	Buy	+5	New	+$207	﹤0.01%	390
2018 Q4	–	Sell	-77	Closed	-$3K	–	251
2018 Q3	$3K	Sell	77 -84	-52%	-$3.85K	﹤0.01%	236
2018 Q2	$7K	Hold	161	–	–	﹤0.01%	206
2018 Q1	$7K	Buy	+161	New	+$7.74K	﹤0.01%	201

Other funds holding EPP

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

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

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 $39B AUM 37.51% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthShield Partners's EPP Position: Q4 2020 in Review

WealthShield Partners sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2020, closing a stake of 5 shares.

WealthShield Partners first reported a position in EPP in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q2 2018. 189 funds tracked by Wall St. Rank hold EPP as of Q4 2020.

WealthShield Partners reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2020 after selling out during the quarter.
WealthShield Partners sold 5 iShares MSCI Pacific ex Japan ETF shares in Q4 2020.
WealthShield Partners first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2018 and held it in 4 quarters.
WealthShield Partners's iShares MSCI Pacific ex Japan ETF position peaked at $7K in Q2 2018.
189 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2020.

Based on WealthShield Partners's 13F filing for Q4 2020, filed 16 Feb 2021.