Western Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Western 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
2019 Q4	–	Sell	-5,513	Closed	-$247K	–	406
2019 Q3	$247K	Sell	5,513 -7,994	-59%	-$364K	0.05%	331
2019 Q2	$637K	Buy	+13,507	New	+$625K	0.08%	189

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 $33.9B AUM 25.88% 1-Year Est. Return

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

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

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

NAM

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

Western Wealth Management's EPP Position: Q4 2019 in Review

Western Wealth Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2019, closing a stake of 5,513 shares — an estimated $247K sold.

Western Wealth Management first reported a position in EPP in Q2 2019 and held it in 2 quarters. The position peaked at $637K in Q2 2019. 223 funds tracked by Wall St. Rank hold EPP as of Q4 2019.

Western Wealth Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2019 after selling out during the quarter.
Western Wealth Management sold 5,513 iShares MSCI Pacific ex Japan ETF shares in Q4 2019, an estimated $247K.
Western Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2019 and held it in 2 quarters.
Western Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $637K in Q2 2019.
223 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2019.

Based on Western Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.