Arkadios Wealth Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Arkadios Wealth Advisors’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	$227K	Buy	4,270 +162	+4%	+$8.89K	﹤0.01%	1559
2026 Q1	$218K	Buy	+4,108	New	+$221K	﹤0.01%	1529
2021 Q4	–	Sell	-48	Closed	-$2K	–	919
2021 Q3	$2K	Buy	+48	New	+$2.45K	﹤0.01%	1740
2021 Q2	–	Sell	-12	Closed	–	–	1965
2021 Q1	$0	Buy	+12	New	+$601	﹤0.01%	1665

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

Arkadios Wealth Advisors's EPP Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares MSCI Pacific ex Japan ETF (EPP) stake by 3.9% in Q2 2026, buying an estimated $8.89K and bringing the position to 4,270 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Arkadios Wealth Advisors first reported a position in EPP in Q1 2021 and has held it in 4 quarters since. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Arkadios Wealth Advisors held 4,270 shares of iShares MSCI Pacific ex Japan ETF worth $227K as of Q2 2026.
Arkadios Wealth Advisors bought 162 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $8.89K.
iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1559 holding.
Arkadios Wealth Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2021 and has held it in 4 quarters since.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.