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Howe & Rusling’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Howe & Rusling’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
-500
Closed -$26.6K – 493
2026
Q1 		$26.6K Buy
+500
New +$26.9K ﹤0.01% 391
2018
Q4 		– Sell
-22
Closed -$1K – 846
2018
Q3 		$1K Buy
+22
New +$1.01K ﹤0.01% 781

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

Howe & Rusling's EPP Position: Q2 2026 in Review

Howe & Rusling sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2026, closing a stake of 500 shares — an estimated $26.6K sold.

Howe & Rusling first reported a position in EPP in Q3 2018 and held it in 2 quarters. The position peaked at $26.6K in Q1 2026. 199 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

  • Howe & Rusling reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2026 after selling out during the quarter.
  • Howe & Rusling sold 500 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $26.6K.
  • Howe & Rusling first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2018 and held it in 2 quarters.
  • Howe & Rusling's iShares MSCI Pacific ex Japan ETF position peaked at $26.6K in Q1 2026.
  • 199 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.