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

BigSur 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	$52.2K	Hold	980	–	–	0.01%	164
2026 Q1	$52.1K	Hold	980	–	–	0.01%	160
2025 Q4	$49.5K	Hold	980	–	–	0.01%	158
2025 Q3	$50.5K	Sell	980 -750	-43%	-$38.1K	0.01%	156
2025 Q2	$85.4K	Hold	1,730	–	–	0.02%	149
2025 Q1	$76.3K	Hold	1,730	–	–	0.02%	148
2024 Q4	$75.8K	Hold	1,730	–	–	0.02%	147
2024 Q3	$84.5K	Buy	1,730 +750	+77%	+$33.5K	0.02%	153
2024 Q2	$42.1K	Sell	980 -750	-43%	-$32.3K	0.01%	151
2024 Q1	$74.1K	Hold	1,730	–	–	0.02%	143
2023 Q4	$75.1K	Buy	1,730 +750	+77%	+$30.4K	0.04%	112
2023 Q3	$39K	Hold	980	–	–	0.02%	112
2023 Q2	$41.4K	Hold	980	–	–	0.02%	120
2023 Q1	$42.9K	Hold	980	–	–	0.02%	123
2022 Q4	$41.9K	Buy	+980	New	+$40.1K	0.02%	122

Other funds holding EPP

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IDBONY

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

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

BigSur Wealth Management held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q2 2026 at 980 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #164.

BigSur Wealth Management first reported a position in EPP in Q4 2022 and has held it in 15 quarters since. The position peaked at $85.4K in Q2 2025. 38 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

BigSur Wealth Management held 980 shares of iShares MSCI Pacific ex Japan ETF worth $52.2K as of Q2 2026.
BigSur Wealth Management left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q2 2026.
iShares MSCI Pacific ex Japan ETF made up 0.01% of BigSur Wealth Management's portfolio in Q2 2026, its #164 holding.
BigSur Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2022 and has held it in 15 quarters since.
BigSur Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $85.4K in Q2 2025.
38 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.