NewEdge Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

NewEdge Advisors’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	-7,760	Closed	-$340K	–	4015
2024 Q4	$340K	Buy	+7,760	New	+$362K	﹤0.01%	1808
2023 Q3	–	Sell	-17	Closed	-$718	–	3526
2023 Q2	$718	Buy	+17	New	+$736	﹤0.01%	3290
2023 Q1	–	Sell	-40	Closed	-$1.72K	–	3627
2022 Q4	$1.72K	Buy	+40	New	+$1.64K	﹤0.01%	2880
2018 Q1	–	Sell	-5,932	Closed	-$290K	–	499
2017 Q4	$290K	Sell	5,932 -2,565	-30%	-$121K	0.04%	326
2017 Q3	$393K	Buy	+8,497	New	+$392K	0.06%	238

Other funds holding EPP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NewEdge Advisors's EPP Position: Q1 2025 in Review

NewEdge Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2025, closing a stake of 7,760 shares — an estimated $340K sold.

NewEdge Advisors first reported a position in EPP in Q3 2017 and held it in 5 quarters. The position peaked at $393K in Q3 2017. 177 funds tracked by Wall St. Rank hold EPP as of Q1 2025.

NewEdge Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2025 after selling out during the quarter.
NewEdge Advisors sold 7,760 iShares MSCI Pacific ex Japan ETF shares in Q1 2025, an estimated $340K.
NewEdge Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2017 and held it in 5 quarters.
NewEdge Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $393K in Q3 2017.
177 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.