Wealthspire Advisors (Maryland)’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-100	Closed	-$5K	–	919
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	1815
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	1811
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	1786
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	1778
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	1804
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	1820
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	1786
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	1817
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	1557
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	1416
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	1425
2016 Q2	$4K	Hold	100	–	–	﹤0.01%	1376
2016 Q1	$4K	Hold	100	–	–	﹤0.01%	1384
2015 Q4	$4K	Buy	+100	New	+$3.88K	﹤0.01%	1391

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EPP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in EPP in Q4 2015 and held it in 14 quarters. The position peaked at $5K in Q1 2019. 235 funds tracked by Wall St. Rank hold EPP as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 100 iShares MSCI Pacific ex Japan ETF shares in Q2 2019, an estimated $5K.
Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s iShares MSCI Pacific ex Japan ETF position peaked at $5K in Q1 2019.
235 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.