Corient Private Wealth
EPP icon

Corient Private Wealth’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Corient Private Wealth’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
Q2 		$1.7M Sell
31,907
-11,565
-27% -$635K ﹤0.01% 1493
2026
Q1 		$1.92M Sell
43,472
-1,487
-3% -$79.9K ﹤0.01% 1293
2025
Q4 		$2.27M Sell
44,959
-566
-1% -$28.9K ﹤0.01% 1083
2025
Q3 		$2.35M Sell
45,525
-2,890
-6% -$147K ﹤0.01% 996
2025
Q2 		$2.39M Sell
48,415
-36,575
-43% -$1.7M ﹤0.01% 957
2025
Q1 		$3.75M Buy
84,990
+31,177
+58% +$1.4M 0.01% 762
2024
Q4 		$1.89M Sell
53,813
-4,100
-7% -$191K ﹤0.01% 1028
2024
Q3 		$2.83M Buy
57,913
+1,856
+3% +$82.9K ﹤0.01% 947
2024
Q2 		$2.41M Sell
56,057
-10,306
-16% -$444K ﹤0.01% 947
2024
Q1 		$2.84M Sell
66,363
-334
-0.5% -$14.1K 0.01% 874
2023
Q4 		$2.9M Sell
66,697
-3,259
-5% -$132K 0.01% 856
2023
Q3 		$2.78M Sell
69,956
-719
-1% -$29.8K 0.01% 803
2023
Q2 		$2.99M Sell
70,675
-10,546
-13% -$457K 0.01% 777
2023
Q1 		$3.56M Buy
81,221
+47,309
+140% +$2.11M 0.01% 684
2022
Q4 		$3.07M Buy
+33,912
New +$1.39M 0.01% 603

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Corient Private Wealth's EPP Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares MSCI Pacific ex Japan ETF (EPP) stake by 27% in Q2 2026, selling an estimated $635K and leaving 31,907 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Corient Private Wealth first reported a position in EPP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.75M in Q1 2025. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

  • Corient Private Wealth held 31,907 shares of iShares MSCI Pacific ex Japan ETF worth $1.7M as of Q2 2026.
  • Corient Private Wealth sold 11,565 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $635K.
  • iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1493 holding.
  • Corient Private Wealth first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares MSCI Pacific ex Japan ETF position peaked at $3.75M in Q1 2025.
  • 198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.