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Forum Finance Group’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Forum Finance Group’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 		$205K Buy
4,758
+1,666
+54% +$91.5K 0.07% 149
2026
Q1 		$133K Buy
+3,092
New +$166K 0.07% 154

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Forum Finance Group's EPP Position: Q2 2026 in Review

Forum Finance Group increased its iShares MSCI Pacific ex Japan ETF (EPP) stake by 54% in Q2 2026, buying an estimated $91.5K and bringing the position to 4,758 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #149.

Forum Finance Group first reported a position in EPP in Q1 2026 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

  • Forum Finance Group held 4,758 shares of iShares MSCI Pacific ex Japan ETF worth $205K as of Q2 2026.
  • Forum Finance Group bought 1,666 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $91.5K.
  • iShares MSCI Pacific ex Japan ETF made up 0.07% of Forum Finance Group's portfolio in Q2 2026, its #149 holding.
  • Forum Finance Group first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2026 and has held it in 2 quarters since.
  • 198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.