Lido Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Lido Advisors’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	$384K	Sell	7,202 -39	-0.5%	-$2.14K	﹤0.01%	1623
2026 Q1	$385K	Sell	7,241 -91	-1%	-$4.89K	﹤0.01%	1441
2025 Q4	$370K	Hold	7,332	–	–	﹤0.01%	1457
2025 Q3	$378K	Hold	7,332	–	–	﹤0.01%	1364
2025 Q2	$362K	Sell	7,332 -900	-11%	-$41.9K	﹤0.01%	1256
2025 Q1	$363K	Sell	8,232 -16,958	-67%	-$760K	﹤0.01%	1135
2024 Q4	$1.1M	Sell	25,190 -647	-3%	-$30.2K	0.01%	727
2024 Q3	$1.26M	Sell	25,837 -27,369	-51%	-$1.22M	0.01%	616
2024 Q2	$2.29M	Buy	53,206 +21,975	+70%	+$947K	0.01%	421
2024 Q1	$1.34M	Buy	+31,231	New	+$1.32M	0.01%	547

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

Lido Advisors's EPP Position: Q2 2026 in Review

Lido Advisors reduced its iShares MSCI Pacific ex Japan ETF (EPP) stake by 0.54% in Q2 2026, selling an estimated $2.14K and leaving 7,202 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Lido Advisors first reported a position in EPP in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.29M in Q2 2024. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Lido Advisors held 7,202 shares of iShares MSCI Pacific ex Japan ETF worth $384K as of Q2 2026.
Lido Advisors sold 39 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $2.14K.
iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1623 holding.
Lido Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2024 and has held it in 10 quarters since.
Lido Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $2.29M in Q2 2024.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.