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Coldstream Capital Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-61
Closed -$2.69K – 1789
2025
Q1 		$2.69K Buy
+61
New +$2.73K ﹤0.01% 2911

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coldstream Capital Management's EPP Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2025, closing a stake of 61 shares — an estimated $2.69K sold.

Coldstream Capital Management first reported a position in EPP in Q1 2025 and held it in 1 quarter. The position peaked at $2.69K in Q1 2025. 179 funds tracked by Wall St. Rank hold EPP as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 61 iShares MSCI Pacific ex Japan ETF shares in Q2 2025, an estimated $2.69K.
  • Coldstream Capital Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares MSCI Pacific ex Japan ETF position peaked at $2.69K in Q1 2025.
  • 179 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.