Zurich Insurance Group’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Zurich Insurance Group’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
2022 Q2	–	Sell	-350	Closed	-$17K	–	234
2022 Q1	$17K	Buy	350 +90	+35%	+$4.25K	﹤0.01%	207
2021 Q4	$12K	Sell	260 -240	-48%	-$11.9K	﹤0.01%	208
2021 Q3	$24K	Hold	500	–	–	﹤0.01%	221
2021 Q2	$26K	Sell	500 -341	-41%	-$17.9K	﹤0.01%	223
2021 Q1	$42K	Hold	841	–	–	﹤0.01%	203
2020 Q4	$40K	Hold	841	–	–	﹤0.01%	200
2020 Q3	$34K	Sell	841 -3,219	-79%	-$133K	﹤0.01%	164
2020 Q2	$143K	Sell	4,060 -2,065	-34%	-$77.2K	﹤0.01%	170
2020 Q1	$209K	Buy	6,125 +5,210	+569%	+$221K	﹤0.01%	191
2019 Q4	$42K	Hold	915	–	–	﹤0.01%	222
2019 Q3	$41K	Hold	915	–	–	﹤0.01%	495
2019 Q2	$43K	Hold	915	–	–	﹤0.01%	427
2019 Q1	$42K	Sell	915 -6,785	-88%	-$300K	﹤0.01%	412
2018 Q4	$313K	Buy	7,700 +6,785	+742%	+$287K	0.01%	390
2018 Q3	$42K	Hold	915	–	–	﹤0.01%	449
2018 Q2	$42K	Hold	915	–	–	﹤0.01%	450
2018 Q1	$42K	Hold	915	–	–	﹤0.01%	500
2017 Q4	$44K	Buy	915 +40	+5%	+$1.89K	﹤0.01%	559
2017 Q3	$40K	Buy	+875	New	+$40.4K	﹤0.01%	602

Other funds holding EPP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Zurich Insurance Group's EPP Position: Q2 2022 in Review

Zurich Insurance Group sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2022, closing a stake of 350 shares — an estimated $17K sold.

Zurich Insurance Group first reported a position in EPP in Q3 2017 and held it in 19 quarters. The position peaked at $313K in Q4 2018. 209 funds tracked by Wall St. Rank hold EPP as of Q2 2022.

Zurich Insurance Group reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2022 after selling out during the quarter.
Zurich Insurance Group sold 350 iShares MSCI Pacific ex Japan ETF shares in Q2 2022, an estimated $17K.
Zurich Insurance Group first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2017 and held it in 19 quarters.
Zurich Insurance Group's iShares MSCI Pacific ex Japan ETF position peaked at $313K in Q4 2018.
209 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2022.

Based on Zurich Insurance Group's 13F filing for Q2 2022, filed 15 Aug 2022.