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Jones Financial Companies’s
iShares MSCI Pacific ex Japan ETF
EPP
Stock Holding History
Jones Financial Companies’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
Q1
$31.3K
Buy
602
+494
+457%
+$26.5K
﹤0.01%
3126
2025
Q4
$5.45K
Buy
108
+18
+20%
+$919
﹤0.01%
3462
2025
Q3
$4.59K
Hold
90
–
–
﹤0.01%
3394
2025
Q2
$4.42K
Sell
90
-225
-71%
-$10.5K
﹤0.01%
3178
2025
Q1
$13.9K
Hold
315
–
–
﹤0.01%
2566
2024
Q4
$13.8K
Buy
315
+225
+250%
+$10.5K
﹤0.01%
2398
2024
Q3
$4.39K
Hold
90
–
–
﹤0.01%
2481
2024
Q2
$3.87K
Buy
+90
New
+$3.88K
﹤0.01%
2002
2022
Q2
–
Sell
-75
Closed
-$4K
–
762
2022
Q1
$4K
Buy
+75
New
+$3.54K
﹤0.01%
598
2021
Q2
–
Sell
-2,313
Closed
-$116K
–
675
2021
Q1
$116K
Buy
+2,313
New
+$116K
﹤0.01%
262
Other funds holding EPP
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Asset Management One
Tokyo, Japan
$33.9B AUM
25.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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