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

Congress 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
2024
Q4 		– Sell
-41,013
Closed -$2M – 884
2024
Q3 		$2M Sell
41,013
-12,292
-23% -$549K 0.03% 430
2024
Q2 		$2.29M Sell
53,305
-4,651
-8% -$200K 0.04% 335
2024
Q1 		$2.48M Sell
57,956
-3,712
-6% -$156K 0.04% 290
2023
Q4 		$2.68M Sell
61,668
-11,011
-15% -$446K 0.05% 286
2023
Q3 		$2.89M Sell
72,679
-3,484
-5% -$144K 0.06% 267
2023
Q2 		$3.22M Sell
76,163
-14,678
-16% -$636K 0.07% 228
2023
Q1 		$3.98M Sell
90,841
-538,413
-86% -$24M 0.1% 207
2022
Q4 		$26.9M Sell
629,254
-10,185
-2% -$417K 0.69% 27
2022
Q3 		$24M Buy
639,439
+16,761
+3% +$699K 0.65% 33
2022
Q2 		$25.9M Sell
622,678
-2,870
-0.5% -$130K 0.66% 32
2022
Q1 		$30.8M Sell
625,548
-30,277
-5% -$1.43M 0.67% 29
2021
Q4 		$31.3M Buy
+655,825
New +$32.5M 0.62% 38

Other funds holding EPP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Congress Wealth Management's EPP Position: Q4 2024 in Review

Congress Wealth Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2024, closing a stake of 41,013 shares — an estimated $2M sold.

Congress Wealth Management first reported a position in EPP in Q4 2021 and held it in 12 quarters. The position peaked at $31.3M in Q4 2021. 193 funds tracked by Wall St. Rank hold EPP as of Q4 2024.

  • Congress Wealth Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 41,013 iShares MSCI Pacific ex Japan ETF shares in Q4 2024, an estimated $2M.
  • Congress Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2021 and held it in 12 quarters.
  • Congress Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $31.3M in Q4 2021.
  • 193 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.