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Ferguson Wellman Capital Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Ferguson Wellman Capital 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
Q2 		$244K Hold
4,574
– – ﹤0.01% 402
2026
Q1 		$243K Buy
+4,574
New +$246K ﹤0.01% 375
2021
Q1 		– Sell
-10,680
Closed -$511K – 351
2020
Q4 		$511K Sell
10,680
-785
-7% -$35K 0.01% 279
2020
Q3 		$465K Sell
11,465
-350
-3% -$14.5K 0.01% 268
2020
Q2 		$470K Sell
11,815
-1,625
-12% -$60.8K 0.01% 254
2020
Q1 		$456K Sell
13,440
-320
-2% -$13.6K 0.02% 233
2019
Q4 		$637K Sell
13,760
-450
-3% -$20.6K 0.02% 247
2019
Q3 		$636K Sell
14,210
-310
-2% -$14.1K 0.02% 242
2019
Q2 		$686K Hold
14,520
– – 0.02% 225
2019
Q1 		$666K Sell
14,520
-1,230
-8% -$54.4K 0.02% 231
2018
Q4 		$641K Buy
15,750
+1,650
+12% +$69.9K 0.02% 236
2018
Q3 		$640K Sell
14,100
-60
-0.4% -$2.75K 0.02% 223
2018
Q2 		$652K Hold
14,160
– – 0.02% 226
2018
Q1 		$658K Sell
14,160
-410
-3% -$19.7K 0.02% 223
2017
Q4 		$696K Hold
14,570
– – 0.02% 221
2017
Q3 		$674K Hold
14,570
– – 0.02% 213
2017
Q2 		$648K Sell
14,570
-3,600
-20% -$160K 0.02% 210
2017
Q1 		$812K Sell
18,170
-19,550
-52% -$841K 0.03% 195
2016
Q4 		$1.49M Buy
37,720
+19,980
+113% +$821K 0.06% 169
2016
Q3 		$750K Sell
17,740
-7,366
-29% -$303K 0.03% 180
2016
Q2 		$984K Buy
25,106
+4,426
+21% +$173K 0.04% 172
2016
Q1 		$811K Sell
20,680
-10,414
-33% -$378K 0.03% 188
2015
Q4 		$1.19M Buy
31,094
+19,049
+158% +$740K 0.05% 187
2015
Q3 		$442K Sell
12,045
-100
-0.8% -$4.01K 0.02% 237
2015
Q2 		$527K Sell
12,145
-75
-0.6% -$3.48K 0.02% 238
2015
Q1 		$554K Sell
12,220
-1,720
-12% -$77.8K 0.02% 237
2014
Q4 		$613K Buy
13,940
+1,510
+12% +$69.9K 0.02% 233
2014
Q3 		$573K Sell
12,430
-560
-4% -$28K 0.02% 217
2014
Q2 		$640K Sell
12,990
-760
-6% -$37.7K 0.03% 215
2014
Q1 		$661K Sell
13,750
-785
-5% -$36.2K 0.03% 208
2013
Q4 		$679K Sell
14,535
-360
-2% -$17.4K 0.03% 201
2013
Q3 		$710K Buy
+14,895
New +$679K 0.04% 194

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Ferguson Wellman Capital Management's EPP Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q2 2026 at 4,574 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Ferguson Wellman Capital Management first reported a position in EPP in Q3 2013 and has held it in 32 quarters since. The position peaked at $1.49M in Q4 2016. 197 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

  • Ferguson Wellman Capital Management held 4,574 shares of iShares MSCI Pacific ex Japan ETF worth $244K as of Q2 2026.
  • Ferguson Wellman Capital Management left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q2 2026.
  • iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #402 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2013 and has held it in 32 quarters since.
  • Ferguson Wellman Capital Management's iShares MSCI Pacific ex Japan ETF position peaked at $1.49M in Q4 2016.
  • 197 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.