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

Avior 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
2025 Q1	–	Sell	-125	Closed	-$5.48K	–	1224
2024 Q4	$5.48K	Hold	125	–	–	﹤0.01%	1829
2024 Q3	$6.11K	Hold	125	–	–	﹤0.01%	1709
2024 Q2	$5.38K	Sell	125 -3,030	-96%	-$131K	﹤0.01%	1700
2024 Q1	$135K	Buy	+3,155	New	+$133K	0.01%	837
2015 Q4	–	Sell	-660	Closed	-$24K	–	461
2015 Q3	$24K	Hold	660	–	–	0.01%	217
2015 Q2	$29K	Hold	660	–	–	0.02%	177
2015 Q1	$30K	Hold	660	–	–	0.02%	172
2014 Q4	$29K	Hold	660	–	–	0.02%	164
2014 Q3	$30K	Hold	660	–	–	0.03%	163
2014 Q2	$33K	Hold	660	–	–	0.03%	160
2014 Q1	$32K	Buy	+660	New	+$30.4K	0.03%	155

Other funds holding EPP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Avior Wealth Management's EPP Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2025, closing a stake of 125 shares — an estimated $5.48K sold.

Avior Wealth Management first reported a position in EPP in Q1 2014 and held it in 11 quarters. The position peaked at $135K in Q1 2024. 177 funds tracked by Wall St. Rank hold EPP as of Q1 2025.

Avior Wealth Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 125 iShares MSCI Pacific ex Japan ETF shares in Q1 2025, an estimated $5.48K.
Avior Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2014 and held it in 11 quarters.
Avior Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $135K in Q1 2024.
177 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.