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AE Wealth Management’s iShares MSCI Philippines ETF EPHE Stock Holding History

AE Wealth Management’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-29
Closed -$720 – 2481
2025
Q3 		$720 Hold
29
– – ﹤0.01% 2226
2025
Q2 		$786 Hold
29
– – ﹤0.01% 2090
2025
Q1 		$734 Hold
29
– – ﹤0.01% 2086
2024
Q4 		$726 Buy
+29
New +$779 ﹤0.01% 2058

Other funds holding EPHE

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AE Wealth Management's EPHE Position: Q4 2025 in Review

AE Wealth Management sold out of iShares MSCI Philippines ETF (EPHE) in Q4 2025, closing a stake of 29 shares — an estimated $720 sold.

AE Wealth Management first reported a position in EPHE in Q4 2024 and held it in 4 quarters. The position peaked at $786 in Q2 2025. 32 funds tracked by Wall St. Rank hold EPHE as of Q4 2025.

  • AE Wealth Management reported no remaining iShares MSCI Philippines ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 29 iShares MSCI Philippines ETF shares in Q4 2025, an estimated $720.
  • AE Wealth Management first reported a position in iShares MSCI Philippines ETF in Q4 2024 and held it in 4 quarters.
  • AE Wealth Management's iShares MSCI Philippines ETF position peaked at $786 in Q2 2025.
  • 32 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.