ZIM
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Zacks Investment Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Zacks Investment 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
2015
Q2 		– Sell
-20,000
Closed -$907K – 650
2015
Q1 		$907K Buy
+20,000
New +$904K 0.03% 309
2014
Q3 		– Sell
-19,692
Closed -$970K – 684
2014
Q2 		$970K Buy
+19,692
New +$976K 0.03% 271

Other funds holding EPP

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BJ
BlackRock Japan Tokyo, Japan $30.3B AUM 13.85% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Zacks Investment Management's EPP Position: Q2 2015 in Review

Zacks Investment Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2015, closing a stake of 20,000 shares — an estimated $907K sold.

Zacks Investment Management first reported a position in EPP in Q2 2014 and held it in 2 quarters. The position peaked at $970K in Q2 2014. 212 funds tracked by Wall St. Rank hold EPP as of Q2 2015.

  • Zacks Investment Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2015 after selling out during the quarter.
  • Zacks Investment Management sold 20,000 iShares MSCI Pacific ex Japan ETF shares in Q2 2015, an estimated $907K.
  • Zacks Investment Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2014 and held it in 2 quarters.
  • Zacks Investment Management's iShares MSCI Pacific ex Japan ETF position peaked at $970K in Q2 2014.
  • 212 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2015.

Based on Zacks Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.