CVA Family Office’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

CVA Family Office’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	$209K	Hold	3,916	–	–	0.02%	328
2026 Q1	$208K	Hold	3,916	–	–	0.02%	317
2025 Q4	$198K	Hold	3,916	–	–	0.02%	296
2025 Q3	$202K	Hold	3,916	–	–	0.03%	289
2025 Q2	$193K	Hold	3,916	–	–	0.03%	299
2025 Q1	$173K	Hold	3,916	–	–	0.03%	302
2024 Q4	$172K	Sell	3,916 -2,400	-38%	-$112K	0.03%	293
2024 Q3	$308K	Sell	6,316 -684	-10%	-$30.6K	0.05%	194
2024 Q2	$301K	Hold	7,000	–	–	0.05%	193
2024 Q1	$300K	Hold	7,000	–	–	0.05%	193
2023 Q4	$304K	Hold	7,000	–	–	0.06%	186
2023 Q3	$278K	Hold	7,000	–	–	0.06%	181
2023 Q2	$296K	Hold	7,000	–	–	0.06%	172
2023 Q1	$307K	Hold	7,000	–	–	0.07%	161
2022 Q4	$300K	Buy	7,000 +684	+11%	+$28K	0.07%	154
2022 Q3	$237K	Hold	6,316	–	–	0.06%	158
2022 Q2	$263K	Hold	6,316	–	–	0.07%	142
2022 Q1	$311K	Hold	6,316	–	–	0.07%	138
2021 Q4	$302K	Hold	6,316	–	–	0.08%	134
2021 Q3	$256K	Hold	6,316	–	–	0.19%	79
2021 Q2	$327K	Hold	6,316	–	–	0.09%	119
2021 Q1	$317K	Hold	6,316	–	–	0.12%	104
2020 Q4	$302K	Hold	6,316	–	–	0.19%	83
2020 Q3	$256K	Hold	6,316	–	–	0.19%	79
2020 Q2	$251K	Hold	6,316	–	–	0.21%	76
2020 Q1	$214K	Hold	6,316	–	–	0.22%	70
2019 Q4	$292K	Buy	+6,316	New	+$289K	0.27%	63

Other funds holding EPP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

CVA Family Office's EPP Position: Q2 2026 in Review

CVA Family Office held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q2 2026 at 3,916 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #328.

CVA Family Office first reported a position in EPP in Q4 2019 and has held it in 27 quarters since. The position peaked at $327K in Q2 2021. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

CVA Family Office held 3,916 shares of iShares MSCI Pacific ex Japan ETF worth $209K as of Q2 2026.
CVA Family Office left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q2 2026.
iShares MSCI Pacific ex Japan ETF made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #328 holding.
CVA Family Office first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2019 and has held it in 27 quarters since.
CVA Family Office's iShares MSCI Pacific ex Japan ETF position peaked at $327K in Q2 2021.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.