Biltmore Family Office’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Biltmore Family Office’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 Q1	–	Sell	-5,178	Closed	-$261K	–	332
2025 Q4	$261K	Hold	5,178	–	–	0.04%	204
2025 Q3	$267K	Hold	5,178	–	–	0.04%	192
2025 Q2	$256K	Hold	5,178	–	–	0.04%	183
2025 Q1	$228K	Hold	5,178	–	–	0.04%	192
2024 Q4	$227K	Sell	5,178 -1,017	-16%	-$47.5K	0.04%	191
2024 Q3	$303K	Buy	+6,195	New	+$277K	0.05%	173
2020 Q1	–	Sell	-8,601	Closed	-$398K	–	187
2019 Q4	$398K	Buy	+8,601	New	+$394K	0.16%	121

Other funds holding EPP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Biltmore Family Office's EPP Position: Q1 2026 in Review

Biltmore Family Office sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2026, closing a stake of 5,178 shares — an estimated $261K sold.

Biltmore Family Office first reported a position in EPP in Q4 2019 and held it in 7 quarters. The position peaked at $398K in Q4 2019. 203 funds tracked by Wall St. Rank hold EPP as of Q1 2026.

Biltmore Family Office reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2026 after selling out during the quarter.
Biltmore Family Office sold 5,178 iShares MSCI Pacific ex Japan ETF shares in Q1 2026, an estimated $261K.
Biltmore Family Office first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2019 and held it in 7 quarters.
Biltmore Family Office's iShares MSCI Pacific ex Japan ETF position peaked at $398K in Q4 2019.
203 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.