Onyx Bridge Wealth Group
EPP icon

Onyx Bridge Wealth Group’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Onyx Bridge Wealth 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
Q3 		$417K Sell
7,576
-3,261
-30% -$183K 0.04% 269
2026
Q2 		$577K Sell
10,837
-22,432
-67% -$1.23M 0.05% 219
2026
Q1 		$1.77M Buy
33,269
+19,179
+136% +$1.03M 0.19% 107
2025
Q4 		$711K Sell
14,090
-232
-2% -$11.8K 0.08% 176
2025
Q3 		$738K Buy
+14,322
New +$727K 0.08% 170

Other funds holding EPP

Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Onyx Bridge Wealth Group's EPP Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its iShares MSCI Pacific ex Japan ETF (EPP) stake by 30% in Q3 2026, selling an estimated $183K and leaving 7,576 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #269.

Onyx Bridge Wealth Group first reported a position in EPP in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.77M in Q1 2026. 120 funds tracked by Wall St. Rank hold EPP as of Q3 2026.

  • Onyx Bridge Wealth Group held 7,576 shares of iShares MSCI Pacific ex Japan ETF worth $417K as of Q3 2026.
  • Onyx Bridge Wealth Group sold 3,261 iShares MSCI Pacific ex Japan ETF shares in Q3 2026, an estimated $183K.
  • iShares MSCI Pacific ex Japan ETF made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #269 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2025 and has held it in 5 quarters since.
  • Onyx Bridge Wealth Group's iShares MSCI Pacific ex Japan ETF position peaked at $1.77M in Q1 2026.
  • 120 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.