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Kestra Private Wealth Services’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Kestra Private Wealth Services’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 		$352K Sell
6,600
-3,217
-33% -$177K ﹤0.01% 1427
2026
Q1 		$522K Buy
+9,817
New +$528K 0.01% 1175

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

Kestra Private Wealth Services's EPP Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares MSCI Pacific ex Japan ETF (EPP) stake by 33% in Q2 2026, selling an estimated $177K and leaving 6,600 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Kestra Private Wealth Services first reported a position in EPP in Q1 2026 and has held it in 2 quarters since. The position peaked at $522K in Q1 2026. 199 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

  • Kestra Private Wealth Services held 6,600 shares of iShares MSCI Pacific ex Japan ETF worth $352K as of Q2 2026.
  • Kestra Private Wealth Services sold 3,217 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $177K.
  • iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1427 holding.
  • Kestra Private Wealth Services first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2026 and has held it in 2 quarters since.
  • Kestra Private Wealth Services's iShares MSCI Pacific ex Japan ETF position peaked at $522K in Q1 2026.
  • 199 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.