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

AE 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 		$9.91K Buy
186
+70
+60% +$3.84K ﹤0.01% 2388
2026
Q1 		$6.16K Sell
116
-4
-3% -$215 ﹤0.01% 2347
2025
Q4 		$6.06K Hold
120
– – ﹤0.01% 2204
2025
Q3 		$6.19K Hold
120
– – ﹤0.01% 2044
2025
Q2 		$5.92K Hold
120
– – ﹤0.01% 1936
2025
Q1 		$5.29K Hold
120
– – ﹤0.01% 1933
2024
Q4 		$5.26K Buy
+120
New +$5.6K ﹤0.01% 1913

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

AE Wealth Management increased its iShares MSCI Pacific ex Japan ETF (EPP) stake by 60% in Q2 2026, buying an estimated $3.84K and bringing the position to 186 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

AE Wealth Management first reported a position in EPP in Q4 2024 and has held it in 7 quarters since. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

  • AE Wealth Management held 186 shares of iShares MSCI Pacific ex Japan ETF worth $9.91K as of Q2 2026.
  • AE Wealth Management bought 70 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $3.84K.
  • iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2388 holding.
  • AE Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2024 and has held it in 7 quarters since.
  • 198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.