Institute for Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Institute for 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	$50.6K	Buy	+950	New	+$52.2K	﹤0.01%	872
2020 Q1	–	Sell	-560	Closed	-$26K	–	454
2019 Q4	$26K	Buy	+560	New	+$25.6K	0.01%	545
2014 Q2	–	Sell	-1,087	Closed	-$52K	–	63
2014 Q1	$52K	Sell	1,087 -1,118	-51%	-$51.6K	0.04%	54
2013 Q4	$103K	Sell	2,205 -2,871	-57%	-$138K	0.07%	52
2013 Q3	$242K	Buy	5,076 +3,446	+211%	+$157K	0.17%	37
2013 Q2	$70K	Buy	+1,630	New	+$78.5K	0.06%	48

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

Institute for Wealth Management's EPP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2026: 950 shares worth $50.6K. The stake represents ﹤0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EPP as recently as Q4 2019.

Institute for Wealth Management first reported a position in EPP in Q2 2013 and has held it in 6 quarters since. The position peaked at $242K in Q3 2013. 199 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Institute for Wealth Management held 950 shares of iShares MSCI Pacific ex Japan ETF worth $50.6K as of Q2 2026.
iShares MSCI Pacific ex Japan ETF was a new Institute for Wealth Management position in Q2 2026.
iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #872 holding.
Institute for Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2013 and has held it in 6 quarters since.
Institute for Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $242K in Q3 2013.
199 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.