Cerity Partners’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.8M | Buy |
33,733
+10,589
| +46% | +$581K | ﹤0.01% | 1655 |
|
|
2026
Q1 | $1.23M | Sell |
23,144
-2,023
| -8% | -$109K | ﹤0.01% | 1748 |
|
|
2025
Q4 | $1.27M | Sell |
25,167
-736
| -3% | -$37.6K | ﹤0.01% | 1586 |
|
|
2025
Q3 | $1.34M | Sell |
25,903
-883
| -3% | -$44.8K | ﹤0.01% | 1469 |
|
|
2025
Q2 | $1.32M | Sell |
26,786
-503
| -2% | -$23.4K | ﹤0.01% | 1400 |
|
|
2025
Q1 | $1.2M | Sell |
27,289
-43,415
| -61% | -$1.95M | ﹤0.01% | 1347 |
|
|
2024
Q4 | $3.31M | Sell |
70,704
-43,706
| -38% | -$2.04M | 0.01% | 881 |
|
|
2024
Q3 | $5.59M | Buy |
114,410
+39,526
| +53% | +$1.77M | 0.01% | 656 |
|
|
2024
Q2 | $3.22M | Sell |
74,884
-37,354
| -33% | -$1.61M | 0.01% | 740 |
|
|
2024
Q1 | $4.8M | Buy |
112,238
+36,821
| +49% | +$1.55M | 0.01% | 659 |
|
|
2023
Q4 | $3.27M | Buy |
75,417
+65,407
| +653% | +$2.65M | 0.01% | 641 |
|
|
2023
Q3 | $398K | Sell |
10,010
-66,317
| -87% | -$2.75M | ﹤0.01% | 1050 |
|
|
2023
Q2 | $3.22M | Sell |
76,327
-1,736
| -2% | -$75.2K | 0.01% | 604 |
|
|
2023
Q1 | $3.42M | Sell |
78,063
-5,952
| -7% | -$265K | 0.01% | 570 |
|
|
2022
Q4 | $3.59M | Sell |
84,015
-485
| -0.6% | -$19.8K | 0.02% | 419 |
|
|
2022
Q3 | $3.17M | Sell |
84,500
-19,382
| -19% | -$808K | 0.04% | 308 |
|
|
2022
Q2 | $4.33M | Sell |
103,882
-79,807
| -43% | -$3.63M | 0.05% | 271 |
|
|
2022
Q1 | $9.04M | Buy |
183,689
+30,963
| +20% | +$1.46M | 0.14% | 131 |
|
|
2021
Q4 | $7.29M | Sell |
152,726
-12,415
| -8% | -$614K | 0.11% | 156 |
|
|
2021
Q3 | $8.06M | Sell |
165,141
-1,981
| -1% | -$101K | 0.18% | 119 |
|
|
2021
Q2 | $8.64M | Sell |
167,122
-9,279
| -5% | -$487K | 0.19% | 106 |
|
|
2021
Q1 | $8.86M | Sell |
176,401
-29,604
| -14% | -$1.48M | 0.21% | 99 |
|
|
2020
Q4 | $9.86M | Sell |
206,005
-44,795
| -18% | -$2M | 0.32% | 65 |
|
|
2020
Q3 | $10.2M | Sell |
250,800
-43,871
| -15% | -$1.82M | 0.42% | 48 |
|
|
2020
Q2 | $11.7M | Sell |
294,671
-31,015
| -10% | -$1.16M | 0.65% | 24 |
|
|
2020
Q1 | $11M | Sell |
325,686
-25,114
| -7% | -$1.06M | 0.7% | 24 |
|
|
2019
Q4 | $16.2M | Buy |
350,800
+44,208
| +14% | +$2.02M | 0.83% | 18 |
|
|
2019
Q3 | $13.7M | Buy |
306,592
+21,861
| +8% | +$997K | 0.81% | 22 |
|
|
2019
Q2 | $13.4M | Buy |
284,731
+19,156
| +7% | +$887K | 0.85% | 21 |
|
|
2019
Q1 | $12.2M | Buy |
265,575
+119,606
| +82% | +$5.29M | 0.82% | 21 |
|
|
2018
Q4 | $5.94M | Sell |
145,969
-31,165
| -18% | -$1.32M | 0.4% | 54 |
|
|
2018
Q3 | $8.04M | Buy |
177,134
+26,680
| +18% | +$1.22M | 0.56% | 37 |
|
|
2018
Q2 | $6.92M | Buy |
150,454
+18,332
| +14% | +$865K | 0.51% | 41 |
|
|
2018
Q1 | $6.14M | Buy |
132,122
+30,013
| +29% | +$1.44M | 0.47% | 43 |
|
|
2017
Q4 | $4.88M | Buy |
102,109
+4,940
| +5% | +$233K | 0.33% | 69 |
|
|
2017
Q3 | $4.49M | Buy |
+97,169
| New | +$4.48M | 0.32% | 68 |
|
|
2017
Q2 | – | Sell |
-67,375
| Closed | -$3.01M | – | 370 |
|
|
2017
Q1 | $3.01M | Buy |
+67,375
| New | +$2.9M | 0.25% | 78 |
|
Other funds holding EPP
Cerity Partners's EPP Position: Q2 2026 in Review
Cerity Partners increased its iShares MSCI Pacific ex Japan ETF (EPP) stake by 46% in Q2 2026, buying an estimated $581K and bringing the position to 33,733 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1655.
Cerity Partners first reported a position in EPP in Q1 2017 and has held it in 37 quarters since. The position peaked at $16.2M in Q4 2019. 188 funds tracked by Wall St. Rank hold EPP as of Q2 2026.
- Cerity Partners held 33,733 shares of iShares MSCI Pacific ex Japan ETF worth $1.8M as of Q2 2026.
- Cerity Partners bought 10,589 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $581K.
- iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1655 holding.
- Cerity Partners first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2017 and has held it in 37 quarters since.
- Cerity Partners's iShares MSCI Pacific ex Japan ETF position peaked at $16.2M in Q4 2019.
- 188 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.