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EPP icon

Money Design’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Money Design’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
2025
Q2 		– Sell
-390,665
Closed -$17.2M – 74
2025
Q1 		$17.2M Buy
390,665
+358,322
+1,108% +$16.1M 0.86% 25
2024
Q4 		$1.42M Buy
+32,343
New +$1.51M 0.07% 70
2024
Q3 		– Sell
-578,264
Closed -$24.9M – 77
2024
Q2 		$24.9M Sell
578,264
-344,649
-37% -$14.8M 1.34% 19
2024
Q1 		$39.5M Buy
922,913
+232,038
+34% +$9.78M 2.15% 15
2023
Q4 		$30M Buy
690,875
+58,660
+9% +$2.38M 1.69% 18
2023
Q3 		$25.1M Buy
632,215
+60,537
+11% +$2.51M 1.53% 18
2023
Q2 		$24.1M Buy
571,678
+52,220
+10% +$2.26M 1.43% 19
2023
Q1 		$22.7M Sell
519,458
-35,857
-6% -$1.6M 1.34% 24
2022
Q4 		$23.8M Buy
555,315
+40,148
+8% +$1.64M 1.49% 24
2022
Q3 		$19.3M Buy
515,167
+275,440
+115% +$11.5M 1.37% 26
2022
Q2 		$9.98M Buy
+239,727
New +$10.9M 0.75% 45
2021
Q3 		– Sell
-132,304
Closed -$6.84M – 63
2021
Q2 		$6.84M Buy
132,304
+118,402
+852% +$6.21M 0.71% 33
2021
Q1 		$698K Buy
+13,902
New +$696K 0.08% 49
2020
Q3 		– Sell
-110,677
Closed -$4.4M – 57
2020
Q2 		$4.4M Sell
110,677
-372,248
-77% -$13.9M 0.63% 37
2020
Q1 		$16.4M Buy
482,925
+86,214
+22% +$3.65M 2.9% 13
2019
Q4 		$18.4M Buy
396,711
+76,190
+24% +$3.49M 3.26% 12
2019
Q3 		$14.3M Buy
320,521
+45,047
+16% +$2.05M 3.02% 12
2019
Q2 		$13M Sell
275,474
-79,901
-22% -$3.7M 3.1% 12
2019
Q1 		$16.3M Buy
355,375
+17,698
+5% +$783K 4.34% 7
2018
Q4 		$13.7M Buy
337,677
+100,749
+43% +$4.27M 4.36% 9
2018
Q3 		$10.8M Buy
236,928
+34,568
+17% +$1.59M 3.43% 14
2018
Q2 		$9.31M Buy
202,360
+28,166
+16% +$1.33M 3.39% 12
2018
Q1 		$8.09M Buy
174,194
+54,545
+46% +$2.62M 3.36% 13
2017
Q4 		$5.72M Buy
119,649
+39,141
+49% +$1.85M 3.35% 14
2017
Q3 		$3.72M Buy
+80,508
New +$3.71M 3.17% 15

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Money Design's EPP Position: Q2 2025 in Review

Money Design sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2025, closing a stake of 390,665 shares — an estimated $17.2M sold.

Money Design first reported a position in EPP in Q3 2017 and held it in 25 quarters. The position peaked at $39.5M in Q1 2024. 179 funds tracked by Wall St. Rank hold EPP as of Q2 2025.

  • Money Design reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2025 after selling out during the quarter.
  • Money Design sold 390,665 iShares MSCI Pacific ex Japan ETF shares in Q2 2025, an estimated $17.2M.
  • Money Design first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2017 and held it in 25 quarters.
  • Money Design's iShares MSCI Pacific ex Japan ETF position peaked at $39.5M in Q1 2024.
  • 179 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.