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Golden State Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Golden State Wealth Management’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
-55
Closed -$2.93K – 1644
2026
Q1 		$2.93K Hold
55
– – ﹤0.01% 1298
2025
Q4 		$2.78K Buy
55
+1
+2% +$51 ﹤0.01% 1330
2025
Q3 		$2.78K Hold
54
– – ﹤0.01% 1342
2025
Q2 		$2.67K Buy
+54
New +$2.52K ﹤0.01% 1321

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

Golden State Wealth Management's EPP Position: Q2 2026 in Review

Golden State Wealth Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2026, closing a stake of 55 shares — an estimated $2.93K sold.

Golden State Wealth Management first reported a position in EPP in Q2 2025 and held it in 4 quarters. The position peaked at $2.93K in Q1 2026. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

  • Golden State Wealth Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 55 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $2.93K.
  • Golden State Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2025 and held it in 4 quarters.
  • Golden State Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $2.93K in Q1 2026.
  • 198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.