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 Q2	$533	Hold	10	–	–	﹤0.01%	580
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 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

Fortis Group Advisors's EPP Position: Q2 2026 in Review

Fortis Group Advisors held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q2 2026 at 10 shares worth $533. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Fortis Group Advisors first reported a position in EPP in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.65K in Q4 2023. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Fortis Group Advisors held 10 shares of iShares MSCI Pacific ex Japan ETF worth $533 as of Q2 2026.
Fortis Group Advisors 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 Fortis Group Advisors's portfolio in Q2 2026, its #580 holding.
Fortis Group Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $1.65K in Q4 2023.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.