Evelyn Partners Asset Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Evelyn Partners Asset 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	$236K	Sell	4,441 -559	-11%	-$30K	0.06%	99
2025 Q4	$252K	Hold	5,000	–	–	0.06%	98
2025 Q3	$258K	Buy	5,000 +1,800	+56%	+$91.3K	0.06%	91
2025 Q2	$158K	Hold	3,200	–	–	0.04%	102
2025 Q1	$141K	Hold	3,200	–	–	0.04%	105
2024 Q4	$140K	Buy	+3,200	New	+$149K	0.04%	106

Other funds holding EPP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Evelyn Partners Asset Management's EPP Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its iShares MSCI Pacific ex Japan ETF (EPP) stake by 11% in Q1 2026, selling an estimated $30K and leaving 4,441 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #99.

Evelyn Partners Asset Management first reported a position in EPP in Q4 2024 and has held it in 6 quarters since. The position peaked at $258K in Q3 2025. 202 funds tracked by Wall St. Rank hold EPP as of Q1 2026.

Evelyn Partners Asset Management held 4,441 shares of iShares MSCI Pacific ex Japan ETF worth $236K as of Q1 2026.
Evelyn Partners Asset Management sold 559 iShares MSCI Pacific ex Japan ETF shares in Q1 2026, an estimated $30K.
iShares MSCI Pacific ex Japan ETF made up 0.06% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #99 holding.
Evelyn Partners Asset Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's iShares MSCI Pacific ex Japan ETF position peaked at $258K in Q3 2025.
202 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.