MPWT
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MassMutual Private Wealth & Trust’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

MassMutual Private Wealth & Trust’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 		$674K Sell
12,650
-1,550
-11% -$85.1K 0.02% 284
2026
Q1 		$755K Sell
14,200
-279
-2% -$15K 0.02% 269
2025
Q4 		$731K Sell
14,479
-468
-3% -$23.9K 0.02% 274
2025
Q3 		$771K Sell
14,947
-373
-2% -$18.9K 0.02% 271
2025
Q2 		$756K Sell
15,320
-638
-4% -$29.7K 0.02% 280
2025
Q1 		$704K Sell
15,958
-443
-3% -$19.9K 0.02% 285
2024
Q4 		$719K Sell
16,401
-1,015
-6% -$47.4K 0.02% 280
2024
Q3 		$851K Sell
17,416
-1,413
-8% -$63.1K 0.02% 253
2024
Q2 		$810K Sell
18,829
-78
-0.4% -$3.36K 0.02% 258
2024
Q1 		$809K Buy
18,907
+3,076
+19% +$130K 0.03% 251
2023
Q4 		$687K Sell
15,831
-4,857
-23% -$197K 0.02% 257
2023
Q3 		$823K Buy
20,688
+78
+0.4% +$3.23K 0.03% 238
2023
Q2 		$871K Sell
20,610
-732
-3% -$31.7K 0.03% 232
2023
Q1 		$935K Buy
21,342
+15
+0.1% +$668 0.04% 226
2022
Q4 		$913K Buy
21,327
+2,235
+12% +$91.4K 0.04% 225
2022
Q3 		$716K Sell
19,092
-3,969
-17% -$166K 0.03% 244
2022
Q2 		$960K Sell
23,061
-625
-3% -$28.4K 0.04% 223
2022
Q1 		$1.17M Sell
23,686
-983
-4% -$46.4K 0.04% 221
2021
Q4 		$1.18M Sell
24,669
-607
-2% -$30K 0.04% 228
2021
Q3 		$1.23M Sell
25,276
-1,373
-5% -$70K 0.05% 214
2021
Q2 		$1.38M Sell
26,649
-785
-3% -$41.2K 0.06% 208
2021
Q1 		$1.38M Sell
27,434
-1,295
-5% -$64.8K 0.06% 197
2020
Q4 		$1.38M Sell
28,729
-659
-2% -$29.4K 0.07% 184
2020
Q3 		$1.19M Sell
29,388
-17
-0.1% -$703 0.07% 182
2020
Q2 		$1.17M Sell
29,405
-1,689
-5% -$63.2K 0.08% 186
2020
Q1 		$1.05M Sell
31,094
-6,001
-16% -$254K 0.08% 175
2019
Q4 		$1.72M Sell
37,095
-1,154
-3% -$52.8K 0.11% 171
2019
Q3 		$1.71M Sell
38,249
-1,590
-4% -$72.5K 0.11% 164
2019
Q2 		$1.88M Sell
39,839
-14,590
-27% -$676K 0.13% 157
2019
Q1 		$2.5M Buy
54,429
+229
+0.4% +$10.1K 0.18% 134
2018
Q4 		$2.21M Sell
54,200
-2,198
-4% -$93.1K 0.19% 126
2018
Q3 		$2.56M Buy
56,398
+25,780
+84% +$1.18M 0.19% 125
2018
Q2 		$1.41M Buy
30,618
+1,748
+6% +$82.5K 0.11% 161
2018
Q1 		$1.34M Buy
28,870
+3,043
+12% +$146K 0.11% 161
2017
Q4 		$1.23M Buy
25,827
+621
+2% +$29.3K 0.1% 165
2017
Q3 		$1.17M Buy
25,206
+1,173
+5% +$54.1K 0.1% 166
2017
Q2 		$1.07M Sell
24,033
-416
-2% -$18.5K 0.1% 170
2017
Q1 		$1.09M Buy
24,449
+1,309
+6% +$56.3K 0.1% 173
2016
Q4 		$916K Buy
+23,140
New +$951K 0.11% 158
2016
Q2 		$989K Buy
25,224
+562
+2% +$22K 0.12% 173
2016
Q1 		$967K Buy
24,662
+3,189
+15% +$116K 0.13% 170
2015
Q4 		$824K Buy
21,473
+9,674
+82% +$376K 0.12% 169
2015
Q3 		$544K Buy
11,799
+256
+2% +$10.3K 0.11% 179
2015
Q2 		$568K Sell
11,543
-4,222
-27% -$196K 0.13% 164
2015
Q1 		$715K Buy
+15,765
New +$713K 0.12% 181
2014
Q4 		– Sell
-11,799
Closed -$544K – 645
2014
Q3 		$544K Buy
+11,799
New +$590K 0.11% 176

Other funds holding EPP

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MassMutual Private Wealth & Trust's EPP Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares MSCI Pacific ex Japan ETF (EPP) stake by 11% in Q2 2026, selling an estimated $85.1K and leaving 12,650 shares worth $674K. The position accounts for 0.02% of the portfolio, ranked #284.

MassMutual Private Wealth & Trust first reported a position in EPP in Q3 2014 and has held it in 46 quarters since. The position peaked at $2.56M in Q3 2018. 73 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

  • MassMutual Private Wealth & Trust held 12,650 shares of iShares MSCI Pacific ex Japan ETF worth $674K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,550 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $85.1K.
  • iShares MSCI Pacific ex Japan ETF made up 0.02% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #284 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2014 and has held it in 46 quarters since.
  • MassMutual Private Wealth & Trust's iShares MSCI Pacific ex Japan ETF position peaked at $2.56M in Q3 2018.
  • 73 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.