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Farther Finance Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Farther Finance 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
Q3 		$428K Buy
7,777
+396
+5% +$22.3K ﹤0.01% 1706
2026
Q2 		$393K Buy
7,381
+1,507
+26% +$82.7K ﹤0.01% 1740
2026
Q1 		$315K Buy
5,874
+1,453
+33% +$78.1K ﹤0.01% 1699
2025
Q4 		$223K Sell
4,421
-99
-2% -$5.05K ﹤0.01% 1840
2025
Q3 		$233K Hold
4,520
– – ﹤0.01% 1530
2025
Q2 		$223K Sell
4,520
-100
-2% -$4.66K ﹤0.01% 1342
2025
Q1 		$206K Buy
4,620
+4,325
+1,466% +$194K 0.01% 1213
2024
Q4 		$12.9K Sell
295
-830
-74% -$38.8K ﹤0.01% 2276
2024
Q3 		$54.9K Hold
1,125
– – ﹤0.01% 1591
2024
Q2 		$48.2K Buy
1,125
+1,060
+1,631% +$45.7K ﹤0.01% 1433
2024
Q1 		$2.78K Hold
65
– – ﹤0.01% 2353
2023
Q4 		$2.82K Buy
+65
New +$2.63K ﹤0.01% 2273

Other funds holding EPP

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Farther Finance Advisors's EPP Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares MSCI Pacific ex Japan ETF (EPP) stake by 5.4% in Q3 2026, buying an estimated $22.3K and bringing the position to 7,777 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Farther Finance Advisors first reported a position in EPP in Q4 2023 and has held it in 12 quarters since. 7 funds tracked by Wall St. Rank hold EPP as of Q3 2026.

  • Farther Finance Advisors held 7,777 shares of iShares MSCI Pacific ex Japan ETF worth $428K as of Q3 2026.
  • Farther Finance Advisors bought 396 iShares MSCI Pacific ex Japan ETF shares in Q3 2026, an estimated $22.3K.
  • iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1706 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2023 and has held it in 12 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.