Oarsman Capital’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Oarsman Capital’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	-1,940	Closed	-$85K	–	432
2024 Q4	$85K	Hold	1,940	–	–	0.01%	362
2024 Q3	$94.8K	Buy	+1,940	New	+$86.7K	0.02%	347
2014 Q2	–	Sell	-4,344	Closed	-$209K	–	164
2014 Q1	$209K	Hold	4,344	–	–	0.16%	146
2013 Q4	$203K	Hold	4,344	–	–	0.16%	146
2013 Q3	$207K	Buy	+4,344	New	+$198K	0.18%	138

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

Oarsman Capital's EPP Position: Q1 2025 in Review

Oarsman Capital sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2025, closing a stake of 1,940 shares — an estimated $85K sold.

Oarsman Capital first reported a position in EPP in Q3 2013 and held it in 5 quarters. The position peaked at $209K in Q1 2014. 177 funds tracked by Wall St. Rank hold EPP as of Q1 2025.

Oarsman Capital reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 1,940 iShares MSCI Pacific ex Japan ETF shares in Q1 2025, an estimated $85K.
Oarsman Capital first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2013 and held it in 5 quarters.
Oarsman Capital's iShares MSCI Pacific ex Japan ETF position peaked at $209K in Q1 2014.
177 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.