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Fortis Group Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Fortis Group 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
Q1 		$531 Hold
10
– – ﹤0.01% 542
2025
Q4 		$505 Hold
10
– – ﹤0.01% 539
2025
Q3 		$516 Hold
10
– – ﹤0.01% 491
2025
Q2 		$494 Hold
10
– – ﹤0.01% 484
2025
Q1 		$441 Sell
10
-9
-47% -$403 ﹤0.01% 454
2024
Q4 		$832 Hold
19
– – ﹤0.01% 455
2024
Q3 		$928 Hold
19
– – ﹤0.01% 445
2024
Q2 		$817 Hold
19
– – ﹤0.01% 450
2024
Q1 		$813 Sell
19
-19
-50% -$801 ﹤0.01% 466
2023
Q4 		$1.65K Buy
38
+19
+100% +$770 ﹤0.01% 405
2023
Q3 		$756 Buy
+19
New +$787 ﹤0.01% 402
2020
Q3 		$0 Buy
+19
New +$786 ﹤0.01% 454

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return