MFG
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Merit Financial Group’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Merit Financial Group’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 		$390K Buy
7,332
+3,364
+85% +$185K ﹤0.01% 1649
2026
Q1 		$211K Buy
+3,968
New +$213K ﹤0.01% 1892

Other funds holding EPP

SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IDBONY
Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
YIM
Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's EPP Position: Q2 2026 in Review

Merit Financial Group increased its iShares MSCI Pacific ex Japan ETF (EPP) stake by 85% in Q2 2026, buying an estimated $185K and bringing the position to 7,332 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Merit Financial Group first reported a position in EPP in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

  • Merit Financial Group held 7,332 shares of iShares MSCI Pacific ex Japan ETF worth $390K as of Q2 2026.
  • Merit Financial Group bought 3,364 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $185K.
  • iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1649 holding.
  • Merit Financial Group first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.