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EverSource Wealth Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

EverSource Wealth Advisors’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 		– Sell
-6
Closed -$303 – 4426
2025
Q4 		$303 Hold
6
– – ﹤0.01% 3964
2025
Q3 		$309 Hold
6
– – ﹤0.01% 4047
2025
Q2 		$296 Hold
6
– – ﹤0.01% 4002
2025
Q1 		$265 Hold
6
– – ﹤0.01% 3633
2024
Q4 		$263 Buy
+6
New +$280 ﹤0.01% 3367

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EverSource Wealth Advisors's EPP Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2026, closing a stake of 6 shares — an estimated $303 sold.

EverSource Wealth Advisors first reported a position in EPP in Q4 2024 and held it in 5 quarters. The position peaked at $309 in Q3 2025. 203 funds tracked by Wall St. Rank hold EPP as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 6 iShares MSCI Pacific ex Japan ETF shares in Q1 2026, an estimated $303.
  • EverSource Wealth Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2024 and held it in 5 quarters.
  • EverSource Wealth Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $309 in Q3 2025.
  • 203 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.