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 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 $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Activest Wealth Management's EPP Position: Q2 2026 in Review

Activest Wealth Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2026, closing a stake of 735 shares — an estimated $39.1K sold.

Activest Wealth Management first reported a position in EPP in Q4 2021 and held it in 15 quarters. The position peaked at $39.1K in Q1 2026. 199 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Activest Wealth Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 735 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $39.1K.
Activest Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2021 and held it in 15 quarters.
Activest Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $39.1K in Q1 2026.
199 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.