Forthright Family Wealth Advisory’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Forthright Family Wealth Advisory’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	–	Sell	-4,750	Closed	-$203K	–	66
2026 Q1	$203K	Buy	+4,750	New	+$255K	0.14%	60
2025 Q2	–	Sell	-5,198	Closed	-$229K	–	52
2025 Q1	$229K	Hold	5,198	–	–	0.15%	49
2024 Q4	$228K	Hold	5,198	–	–	0.15%	50
2024 Q3	$243K	Buy	5,198 +448	+9%	+$20K	0.16%	56
2024 Q2	$204K	Hold	4,750	–	–	0.13%	64
2024 Q1	$203K	Buy	+4,750	New	+$200K	0.14%	60

Other funds holding EPP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Forthright Family Wealth Advisory's EPP Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2026, closing a stake of 4,750 shares — an estimated $203K sold.

Forthright Family Wealth Advisory first reported a position in EPP in Q1 2024 and held it in 6 quarters. The position peaked at $243K in Q3 2024. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 4,750 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $203K.
Forthright Family Wealth Advisory first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2024 and held it in 6 quarters.
Forthright Family Wealth Advisory's iShares MSCI Pacific ex Japan ETF position peaked at $243K in Q3 2024.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.