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

Activest 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
2026 Q3	$21.6K	Buy	+393	New	+$22.1K	﹤0.01%	429
2026 Q2	–	Sell	-735	Closed	-$39.1K	–	1390
2026 Q1	$39.1K	Hold	735	–	–	0.01%	382
2025 Q4	$37.1K	Buy	735 +724	+6,582%	+$37K	0.01%	376
2025 Q3	$583	Hold	11	–	–	﹤0.01%	950
2025 Q2	$558	Hold	11	–	–	﹤0.01%	851
2025 Q1	$492	Hold	11	–	–	﹤0.01%	855
2024 Q4	$489	Hold	11	–	–	﹤0.01%	530
2024 Q3	$537	Hold	11	–	–	﹤0.01%	482
2024 Q2	$473	Hold	11	–	–	﹤0.01%	462
2024 Q1	$465	Hold	11	–	–	﹤0.01%	345
2023 Q4	$472	Hold	11	–	–	﹤0.01%	303
2023 Q3	$426	Buy	+11	New	+$456	﹤0.01%	318
2023 Q2	–	Sell	-11	Closed	-$461	–	321
2023 Q1	$461	Buy	+11	New	+$490	﹤0.01%	299
2022 Q3	–	Sell	-10	Closed	–	–	488
2022 Q2	$0	Hold	10	–	–	﹤0.01%	377
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	314
2021 Q4	$0	Buy	+10	New	+$495	﹤0.01%	340

Other funds holding EPP

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Activest Wealth Management's EPP Position: Q3 2026 in Review

Activest Wealth Management opened a new position in iShares MSCI Pacific ex Japan ETF (EPP) in Q3 2026: 393 shares worth $21.6K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in EPP as recently as Q1 2026.

Activest Wealth Management first reported a position in EPP in Q4 2021 and has held it in 16 quarters since. The position peaked at $39.1K in Q1 2026. 168 funds tracked by Wall St. Rank hold EPP as of Q3 2026.

Activest Wealth Management held 393 shares of iShares MSCI Pacific ex Japan ETF worth $21.6K as of Q3 2026.
iShares MSCI Pacific ex Japan ETF was a new Activest Wealth Management position in Q3 2026.
iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #429 holding.
Activest Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2021 and has held it in 16 quarters since.
Activest Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $39.1K in Q1 2026.
168 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.