Kovitz Investment Group Partners’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Kovitz Investment Group Partners’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	$6.03M	Sell	113,259 -3,256	-3%	-$179K	0.13%	122
2026 Q1	$6.19M	Buy	+116,515	New	+$6.26M	0.14%	123
2025 Q4	–	Sell	-127,146	Closed	-$6.56M	–	713
2025 Q3	$6.56M	Buy	127,146 +71,565	+129%	+$3.63M	0.03%	410
2025 Q2	$2.74M	Buy	+55,581	New	+$2.59M	0.01%	563
2024 Q4	–	Sell	-54,486	Closed	-$2.66M	–	1234
2024 Q3	$2.66M	Sell	54,486 -1,165	-2%	-$52.1K	0.02%	452
2024 Q2	$2.4M	Buy	+55,651	New	+$2.4M	0.02%	407

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

Kovitz Investment Group Partners's EPP Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares MSCI Pacific ex Japan ETF (EPP) stake by 2.8% in Q2 2026, selling an estimated $179K and leaving 113,259 shares worth $6.03M. The position accounts for 0.13% of the portfolio, ranked #122.

Kovitz Investment Group Partners first reported a position in EPP in Q2 2024 and has held it in 6 quarters since. The position peaked at $6.56M in Q3 2025. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Kovitz Investment Group Partners held 113,259 shares of iShares MSCI Pacific ex Japan ETF worth $6.03M as of Q2 2026.
Kovitz Investment Group Partners sold 3,256 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $179K.
iShares MSCI Pacific ex Japan ETF made up 0.13% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #122 holding.
Kovitz Investment Group Partners first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2024 and has held it in 6 quarters since.
Kovitz Investment Group Partners's iShares MSCI Pacific ex Japan ETF position peaked at $6.56M in Q3 2025.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.