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 Q2	$48.4K	Buy	911 +309	+51%	+$17K	﹤0.01%	3147
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 $1.81T 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

Jones Financial Companies's EPP Position: Q2 2026 in Review

Jones Financial Companies increased its iShares MSCI Pacific ex Japan ETF (EPP) stake by 51% in Q2 2026, buying an estimated $17K and bringing the position to 911 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3147.

Jones Financial Companies first reported a position in EPP in Q1 2021 and has held it in 11 quarters since. The position peaked at $116K in Q1 2021. 199 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Jones Financial Companies held 911 shares of iShares MSCI Pacific ex Japan ETF worth $48.4K as of Q2 2026.
Jones Financial Companies bought 309 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $17K.
iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3147 holding.
Jones Financial Companies first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2021 and has held it in 11 quarters since.
Jones Financial Companies's iShares MSCI Pacific ex Japan ETF position peaked at $116K in Q1 2021.
199 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.