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

Cherry Tree 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 Q1	$155K	Sell	2,921 -72	-2%	-$3.87K	0.03%	178
2025 Q4	$151K	Hold	2,993	–	–	0.03%	185
2025 Q3	$154K	Hold	2,993	–	–	0.03%	182
2025 Q2	$148K	Hold	2,993	–	–	0.03%	181
2025 Q1	$132K	Hold	2,993	–	–	0.03%	191
2024 Q4	$131K	Hold	2,993	–	–	0.03%	187
2024 Q3	$146K	Hold	2,993	–	–	0.03%	182
2024 Q2	$129K	Sell	2,993 -403	-12%	-$17.4K	0.03%	183
2024 Q1	$145K	Hold	3,396	–	–	0.04%	175
2023 Q4	$147K	Hold	3,396	–	–	0.04%	166
2023 Q3	$135K	Hold	3,396	–	–	0.04%	164
2023 Q2	$143K	Buy	+3,396	New	+$147K	0.04%	162

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

Cherry Tree Wealth Management's EPP Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its iShares MSCI Pacific ex Japan ETF (EPP) stake by 2.4% in Q1 2026, selling an estimated $3.87K and leaving 2,921 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #178.

Cherry Tree Wealth Management first reported a position in EPP in Q2 2023 and has held it in 12 quarters since. 203 funds tracked by Wall St. Rank hold EPP as of Q1 2026.

Cherry Tree Wealth Management held 2,921 shares of iShares MSCI Pacific ex Japan ETF worth $155K as of Q1 2026.
Cherry Tree Wealth Management sold 72 iShares MSCI Pacific ex Japan ETF shares in Q1 2026, an estimated $3.87K.
iShares MSCI Pacific ex Japan ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #178 holding.
Cherry Tree Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2023 and has held it in 12 quarters since.
203 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.