Winslow Evans & Crocker’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Winslow Evans & Crocker’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	$7K	Hold	151	–	–	﹤0.01%	1018
2020 Q3	$6K	Hold	151	–	–	﹤0.01%	834
2020 Q2	$6K	Sell	151 -1	-0.7%	-$37	﹤0.01%	841
2020 Q1	$6K	Hold	152	–	–	﹤0.01%	804
2019 Q4	$8K	Hold	152	–	–	﹤0.01%	862
2019 Q3	$8K	Hold	152	–	–	﹤0.01%	853
2019 Q2	$8K	Hold	152	–	–	﹤0.01%	868
2019 Q1	$8K	Hold	152	–	–	﹤0.01%	855
2018 Q4	$8K	Hold	152	–	–	﹤0.01%	806
2018 Q3	$8K	Hold	152	–	–	﹤0.01%	829
2018 Q2	$8K	Hold	152	–	–	﹤0.01%	839
2018 Q1	$7.02K	Hold	152	–	–	﹤0.01%	854
2017 Q4	$7.22K	Hold	152	–	–	﹤0.01%	869
2017 Q3	$6.98K	Sell	152 -150	-50%	-$6.92K	﹤0.01%	879
2017 Q2	$13.5K	Buy	+302	New	+$13.5K	﹤0.01%	851
2016 Q4	–	Sell	-152	Closed	-$6.39K	–	1269
2016 Q3	$6.39K	Hold	152	–	–	﹤0.01%	1008
2016 Q2	$5.92K	Buy	152 +1	+0.7%	+$39	﹤0.01%	994
2016 Q1	$5.92K	Sell	151 -1	-0.7%	-$36	﹤0.01%	989
2015 Q4	$5.8K	Buy	+152	New	+$5.91K	﹤0.01%	1034
2014 Q4	–	Sell	-1,466	Closed	-$67.5K	–	1327
2014 Q3	$67.5K	Buy	1,466 +165	+13%	+$8.26K	0.02%	500
2014 Q2	$64.1K	Buy	1,301 +549	+73%	+$27.2K	0.02%	449
2014 Q1	$36.2K	Sell	752 -702	-48%	-$32.4K	0.01%	545
2013 Q4	$68K	Buy	+1,454	New	+$70.1K	0.02%	465

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 $33.9B AUM 25.88% 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

Winslow Evans & Crocker's EPP Position: Q4 2020 in Review

Winslow Evans & Crocker held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q4 2020 at 151 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Winslow Evans & Crocker first reported a position in EPP in Q4 2013 and has held it in 23 quarters since. The position peaked at $68K in Q4 2013. 189 funds tracked by Wall St. Rank hold EPP as of Q4 2020.

Winslow Evans & Crocker held 151 shares of iShares MSCI Pacific ex Japan ETF worth $7K as of Q4 2020.
Winslow Evans & Crocker left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q4 2020.
iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1018 holding.
Winslow Evans & Crocker first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2013 and has held it in 23 quarters since.
Winslow Evans & Crocker's iShares MSCI Pacific ex Japan ETF position peaked at $68K in Q4 2013.
189 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.