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Wetzel Investment Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-266
Closed -$11.4K – 353
2024
Q2 		$11.4K Hold
266
– – 0.01% 440
2024
Q1 		$10.8K Hold
266
– – 0.01% 513
2023
Q4 		$12K Buy
+266
New +$10.8K 0.01% 481

Other funds holding EPP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Wetzel Investment Advisors's EPP Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2024, closing a stake of 266 shares — an estimated $11.4K sold.

Wetzel Investment Advisors first reported a position in EPP in Q4 2023 and held it in 3 quarters. The position peaked at $12K in Q4 2023. 185 funds tracked by Wall St. Rank hold EPP as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 266 iShares MSCI Pacific ex Japan ETF shares in Q3 2024, an estimated $11.4K.
  • Wetzel Investment Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $12K in Q4 2023.
  • 185 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.