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

Evelyn Partners Investment 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 		$175K Hold
3,300
– – ﹤0.01% 210
2025
Q4 		$167K Buy
3,300
+300
+10% +$15.3K ﹤0.01% 212
2025
Q3 		$155K Buy
3,000
+1,500
+100% +$76.1K ﹤0.01% 217
2025
Q2 		$74.1K Sell
1,500
-596
-28% -$27.8K ﹤0.01% 259
2025
Q1 		$92.4K Buy
+2,096
New +$93.9K ﹤0.01% 238

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Evelyn Partners Investment Management held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q1 2026 at 3,300 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Evelyn Partners Investment Management first reported a position in EPP in Q1 2025 and has held it in 5 quarters since. 202 funds tracked by Wall St. Rank hold EPP as of Q1 2026.

  • Evelyn Partners Investment Management held 3,300 shares of iShares MSCI Pacific ex Japan ETF worth $175K as of Q1 2026.
  • Evelyn Partners Investment Management left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q1 2026.
  • iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #210 holding.
  • Evelyn Partners Investment Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2025 and has held it in 5 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2026.

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