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 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Financial Management Professionals's EPP Position: Q2 2026 in Review

Financial Management Professionals opened a new position in iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2026: 17,513 shares worth $933K. The stake represents 0.09% of the portfolio and ranks #76 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in EPP as recently as Q3 2024.

Financial Management Professionals first reported a position in EPP in Q2 2013 and has held it in 25 quarters since. The position peaked at $9.32M in Q2 2019. 57 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Financial Management Professionals held 17,513 shares of iShares MSCI Pacific ex Japan ETF worth $933K as of Q2 2026.
iShares MSCI Pacific ex Japan ETF was a new Financial Management Professionals position in Q2 2026.
iShares MSCI Pacific ex Japan ETF made up 0.09% of Financial Management Professionals's portfolio in Q2 2026, its #76 holding.
Financial Management Professionals first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2013 and has held it in 25 quarters since.
Financial Management Professionals's iShares MSCI Pacific ex Japan ETF position peaked at $9.32M in Q2 2019.
57 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.