LPL Financial
EPHE icon

LPL Financial’s iShares MSCI Philippines ETF EPHE Stock Holding History

LPL Financial’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$228K Buy
9,186
+757
+9% +$19.7K ﹤0.01% 5397
2025
Q4 		$210K Sell
8,429
-3,231
-28% -$80K ﹤0.01% 5415
2025
Q3 		$290K Buy
+11,660
New +$307K ﹤0.01% 5072
2024
Q2 		– Sell
-60,292
Closed -$1.67M – 5055
2024
Q1 		$1.67M Buy
+60,292
New +$1.63M ﹤0.01% 2700
2021
Q3 		– Sell
-9,707
Closed -$300K – 4352
2021
Q2 		$300K Buy
9,707
+12
+0.1% +$359 ﹤0.01% 3584
2021
Q1 		$283K Sell
9,695
-345
-3% -$10.7K ﹤0.01% 3510
2020
Q4 		$328K Sell
10,040
-725
-7% -$22.1K ﹤0.01% 3129
2020
Q3 		$286K Sell
10,765
-1,417
-12% -$38K ﹤0.01% 2941
2020
Q2 		$328K Sell
12,182
-1,123
-8% -$28.4K ﹤0.01% 2769
2020
Q1 		$307K Buy
13,305
+255
+2% +$7.54K ﹤0.01% 2489
2019
Q4 		$448K Sell
13,050
-2,570
-16% -$88.6K ﹤0.01% 2472
2019
Q3 		$522K Sell
15,620
-174
-1% -$6.03K ﹤0.01% 2229
2019
Q2 		$562K Sell
15,794
-1,922
-11% -$66.4K ﹤0.01% 2193
2019
Q1 		$608K Buy
17,716
+749
+4% +$25.6K ﹤0.01% 2051
2018
Q4 		$541K Sell
16,967
-1,376
-8% -$41.9K ﹤0.01% 1984
2018
Q3 		$551K Sell
18,343
-3,402
-16% -$107K ﹤0.01% 2157
2018
Q2 		$656K Buy
21,745
+1,157
+6% +$37.9K ﹤0.01% 1959
2018
Q1 		$719K Buy
20,588
+259
+1% +$9.64K ﹤0.01% 1847
2017
Q4 		$789K Sell
20,329
-737
-3% -$27.5K ﹤0.01% 1708
2017
Q3 		$779K Sell
21,066
-169
-0.8% -$6.13K ﹤0.01% 1616
2017
Q2 		$761K Sell
21,235
-848
-4% -$30.9K ﹤0.01% 1570
2017
Q1 		$760K Sell
22,083
-2,836
-11% -$96.9K 0.01% 1455
2016
Q4 		$808K Sell
24,919
-2,403
-9% -$81.6K 0.01% 1364
2016
Q3 		$1.01M Buy
+27,322
New +$1.06M 0.01% 1193
2016
Q2 		– Sell
-7,880
Closed -$280K – 2717
2016
Q1 		$280K Sell
7,880
-1,512
-16% -$50K ﹤0.01% 2564
2015
Q4 		$315K Buy
+9,392
New +$327K ﹤0.01% 2496
2015
Q3 		– Sell
-33,600
Closed -$1.28M – 2818
2015
Q2 		$1.28M Buy
33,600
+23,667
+238% +$961K 0.01% 1180
2015
Q1 		$420K Buy
9,933
+2,869
+41% +$117K ﹤0.01% 1987
2014
Q4 		$270K Sell
7,064
-189
-3% -$7.19K ﹤0.01% 2263
2014
Q3 		$272K Sell
7,253
-1,114
-13% -$42.3K ﹤0.01% 2245
2014
Q2 		$308K Buy
8,367
+421
+5% +$15.3K ﹤0.01% 2184
2014
Q1 		$271K Buy
+7,946
New +$258K ﹤0.01% 2196
2013
Q4 		– Sell
-6,197
Closed -$219K – 2657
2013
Q3 		$219K Sell
6,197
-6,695
-52% -$230K ﹤0.01% 2256
2013
Q2 		$452K Buy
+12,892
New +$509K ﹤0.01% 1635

Other funds holding EPHE

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $6.06B AUM 46.29% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial's EPHE Position: Q1 2026 in Review

LPL Financial increased its iShares MSCI Philippines ETF (EPHE) stake by 9% in Q1 2026, buying an estimated $19.7K and bringing the position to 9,186 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #5397.

LPL Financial first reported a position in EPHE in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.67M in Q1 2024. 42 funds tracked by Wall St. Rank hold EPHE as of Q1 2026.

  • LPL Financial held 9,186 shares of iShares MSCI Philippines ETF worth $228K as of Q1 2026.
  • LPL Financial bought 757 iShares MSCI Philippines ETF shares in Q1 2026, an estimated $19.7K.
  • iShares MSCI Philippines ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5397 holding.
  • LPL Financial first reported a position in iShares MSCI Philippines ETF in Q2 2013 and has held it in 34 quarters since.
  • LPL Financial's iShares MSCI Philippines ETF position peaked at $1.67M in Q1 2024.
  • 42 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.