Financial Management Professionals’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Financial Management Professionals’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	$964K	Hold	17,513	–	–	0.09%	75
2026 Q2	$933K	Buy	+17,513	New	+$962K	0.09%	76
2024 Q4	–	Sell	-77,605	Closed	-$3.79M	–	1006
2024 Q3	$3.79M	Buy	+77,605	New	+$3.47M	0.47%	34
2023 Q3	–	Sell	-3,857	Closed	-$163K	–	917
2023 Q2	$163K	Sell	3,857 -81,148	-95%	-$3.51M	0.03%	138
2023 Q1	$3.72M	Buy	+85,005	New	+$3.78M	0.72%	30
2019 Q4	–	Sell	-202,659	Closed	-$9.06M	–	337
2019 Q3	$9.06M	Buy	202,659 +5,211	+3%	+$238K	3.34%	10
2019 Q2	$9.32M	Buy	+197,448	New	+$9.14M	3.46%	9
2018 Q1	–	Sell	-150	Closed	-$7K	–	289
2017 Q4	$7K	Hold	150	–	–	﹤0.01%	152
2017 Q3	$6K	Sell	150 -164,868	-100%	-$7.6M	﹤0.01%	158
2017 Q2	$7.34M	Buy	165,018 +164,868	+109,912%	+$7.34M	3.33%	10
2017 Q1	$6K	Hold	150	–	–	﹤0.01%	202
2016 Q4	$5K	Sell	150 -166,913	-100%	-$6.86M	﹤0.01%	201
2016 Q3	$7.06M	Sell	167,063 -1,830	-1%	-$75.4K	3.66%	7
2016 Q2	$6.62M	Buy	168,893 +8,403	+5%	+$329K	3.48%	7
2016 Q1	$6.29M	Buy	160,490 +160,340	+106,893%	+$5.81M	3.26%	6
2015 Q4	$5K	Hold	150	–	–	﹤0.01%	179
2015 Q3	$5K	Hold	150	–	–	﹤0.01%	198
2015 Q2	$6K	Hold	150	–	–	﹤0.01%	191
2015 Q1	$7K	Hold	150	–	–	﹤0.01%	197
2014 Q4	$7K	Hold	150	–	–	﹤0.01%	215
2014 Q3	$6K	Hold	150	–	–	﹤0.01%	191
2014 Q2	$7K	Hold	150	–	–	﹤0.01%	184
2014 Q1	$7K	Hold	150	–	–	﹤0.01%	185
2013 Q4	$7K	Hold	150	–	–	﹤0.01%	191
2013 Q3	$7K	Hold	150	–	–	﹤0.01%	193
2013 Q2	$6K	Buy	+150	New	+$7.23K	﹤0.01%	194

Other funds holding EPP

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Israel Discount Bank of New York New York $55.4M AUM 8.04% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Management Professionals's EPP Position: Q3 2026 in Review

Financial Management Professionals held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q3 2026 at 17,513 shares worth $964K. The position accounts for 0.09% of the portfolio, ranked #75.

Financial Management Professionals first reported a position in EPP in Q2 2013 and has held it in 26 quarters since. The position peaked at $9.32M in Q2 2019. 44 funds tracked by Wall St. Rank hold EPP as of Q3 2026.

Financial Management Professionals held 17,513 shares of iShares MSCI Pacific ex Japan ETF worth $964K as of Q3 2026.
Financial Management Professionals left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q3 2026.
iShares MSCI Pacific ex Japan ETF made up 0.09% of Financial Management Professionals's portfolio in Q3 2026, its #75 holding.
Financial Management Professionals first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2013 and has held it in 26 quarters since.
Financial Management Professionals's iShares MSCI Pacific ex Japan ETF position peaked at $9.32M in Q2 2019.
44 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.