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National Wealth Management Group’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

National Wealth Management 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
2025
Q1 		– Sell
-9,708
Closed -$425K – 157
2024
Q4 		$425K Sell
9,708
-1,977
-17% -$92.3K 0.28% 83
2024
Q3 		$571K Buy
+11,685
New +$522K 0.39% 61

Other funds holding EPP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

National Wealth Management Group's EPP Position: Q1 2025 in Review

National Wealth Management Group sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2025, closing a stake of 9,708 shares — an estimated $425K sold.

National Wealth Management Group first reported a position in EPP in Q3 2024 and held it in 2 quarters. The position peaked at $571K in Q3 2024. 177 funds tracked by Wall St. Rank hold EPP as of Q1 2025.

  • National Wealth Management Group reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2025 after selling out during the quarter.
  • National Wealth Management Group sold 9,708 iShares MSCI Pacific ex Japan ETF shares in Q1 2025, an estimated $425K.
  • National Wealth Management Group first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2024 and held it in 2 quarters.
  • National Wealth Management Group's iShares MSCI Pacific ex Japan ETF position peaked at $571K in Q3 2024.
  • 177 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2025.

Based on National Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.