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

IFP 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	$553K	Buy	10,391 +1,740	+20%	+$95.5K	0.01%	992
2026 Q1	$460K	Buy	8,651 +5,309	+159%	+$285K	0.01%	1004
2025 Q4	$169K	Buy	3,342 +2,007	+150%	+$102K	﹤0.01%	1462
2025 Q3	$68.8K	Buy	1,335 +756	+131%	+$38.4K	﹤0.01%	1910
2025 Q2	$28.6K	Hold	579	–	–	﹤0.01%	2352
2025 Q1	$25.6K	Sell	579 -1,264	-69%	-$56.6K	﹤0.01%	2195
2024 Q4	$80.8K	Buy	1,843 +545	+42%	+$25.4K	﹤0.01%	1576
2024 Q3	$63.4K	Sell	1,298 -14	-1%	-$626	﹤0.01%	1616
2024 Q2	$56.4K	Buy	1,312 +21	+2%	+$905	﹤0.01%	1622
2024 Q1	$55.3K	Buy	1,291 +107	+9%	+$4.51K	﹤0.01%	1550
2023 Q4	$51.4K	Sell	1,184 -157	-12%	-$6.36K	﹤0.01%	1533
2023 Q3	$53.3K	Hold	1,341	–	–	﹤0.01%	1526
2023 Q2	$56.6K	Sell	1,341 -526	-28%	-$22.8K	﹤0.01%	1554
2023 Q1	$89K	Buy	1,867 +1,379	+283%	+$61.4K	﹤0.01%	1307
2022 Q4	$24K	Sell	488 -2,999	-86%	-$123K	﹤0.01%	2741
2022 Q3	$166K	Hold	3,487	–	–	﹤0.01%	1528
2022 Q2	$166K	Hold	3,487	–	–	0.01%	1387
2022 Q1	$166K	Hold	3,487	–	–	0.01%	1387
2021 Q4	$167K	Hold	3,487	–	–	﹤0.01%	1038
2021 Q3	$170K	Hold	3,487	–	–	﹤0.01%	1040
2021 Q2	$180K	Hold	3,487	–	–	﹤0.01%	955
2021 Q1	$175K	Hold	3,487	–	–	﹤0.01%	902
2020 Q4	$167K	Hold	3,487	–	–	0.01%	886
2020 Q3	$141K	Hold	3,487	–	–	0.01%	841
2020 Q2	$138K	Hold	3,487	–	–	0.01%	798
2020 Q1	$121K	Hold	3,487	–	–	0.01%	752
2019 Q4	$162K	Buy	3,487 +3,362	+2,690%	+$154K	0.01%	741
2019 Q3	$6K	Buy	+125	New	+$5.7K	﹤0.01%	2276
2019 Q1	$37K	Sell	823 -665	-45%	-$29.4K	0.01%	1092
2018 Q4	$61K	Sell	1,488 -3	-0.2%	-$127	﹤0.01%	1491
2018 Q3	$68K	Buy	1,491 +3	+0.2%	+$138	﹤0.01%	1715
2018 Q2	$68K	Hold	1,488	–	–	﹤0.01%	1727
2018 Q1	$71K	Hold	1,488	–	–	﹤0.01%	1591
2017 Q4	$71K	Sell	1,488 -10	-0.7%	-$472	﹤0.01%	1603
2017 Q3	$69K	Hold	1,498	–	–	﹤0.01%	1795
2017 Q2	$67K	Sell	1,498 -189	-11%	-$8.42K	﹤0.01%	1770
2017 Q1	$75K	Buy	1,687 +426	+34%	+$18.3K	﹤0.01%	1683
2016 Q4	$50K	Sell	1,261 -69	-5%	-$2.84K	﹤0.01%	1884
2016 Q3	$56K	Sell	1,330 -1,048	-44%	-$43.2K	﹤0.01%	1740
2016 Q2	$93K	Buy	2,378 +1,555	+189%	+$60.9K	0.01%	1380
2016 Q1	$37K	Sell	823 -2,328	-74%	-$84.4K	0.01%	1092
2015 Q4	$121K	Buy	+3,151	New	+$122K	0.01%	1066

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

IFP Advisors's EPP Position: Q2 2026 in Review

IFP Advisors increased its iShares MSCI Pacific ex Japan ETF (EPP) stake by 20% in Q2 2026, buying an estimated $95.5K and bringing the position to 10,391 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #992.

IFP Advisors first reported a position in EPP in Q4 2015 and has held it in 42 quarters since. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

IFP Advisors held 10,391 shares of iShares MSCI Pacific ex Japan ETF worth $553K as of Q2 2026.
IFP Advisors bought 1,740 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $95.5K.
iShares MSCI Pacific ex Japan ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #992 holding.
IFP Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2015 and has held it in 42 quarters since.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.