Blue Trust Inc
EPP icon

Blue Trust Inc’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Blue Trust Inc’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
Q3 		$7.87K Buy
143
+19
+15% +$1.07K ﹤0.01% 1762
2026
Q2 		$6.6K Buy
+124
New +$6.81K ﹤0.01% 1968
2023
Q2 		– Sell
-190
Closed -$8K – 2151
2023
Q1 		$8K Buy
+190
New +$8.46K ﹤0.01% 1656

Other funds holding EPP

Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Israel Discount Bank of New York
Israel Discount Bank of New York New York $55.4M AUM 8.04% 1-Year Est. Return

Blue Trust Inc's EPP Position: Q3 2026 in Review

Blue Trust Inc increased its iShares MSCI Pacific ex Japan ETF (EPP) stake by 15% in Q3 2026, buying an estimated $1.07K and bringing the position to 143 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Blue Trust Inc first reported a position in EPP in Q1 2023 and has held it in 3 quarters since. The position peaked at $8K in Q1 2023. 46 funds tracked by Wall St. Rank hold EPP as of Q3 2026.

  • Blue Trust Inc held 143 shares of iShares MSCI Pacific ex Japan ETF worth $7.87K as of Q3 2026.
  • Blue Trust Inc bought 19 iShares MSCI Pacific ex Japan ETF shares in Q3 2026, an estimated $1.07K.
  • iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1762 holding.
  • Blue Trust Inc first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2023 and has held it in 3 quarters since.
  • Blue Trust Inc's iShares MSCI Pacific ex Japan ETF position peaked at $8K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.