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

Professional Financial 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
-16,501
Closed -$723K – 109
2024
Q4 		$723K Sell
16,501
-517
-3% -$24.1K 0.19% 73
2024
Q3 		$831K Sell
17,018
-1,789
-10% -$79.9K 0.22% 65
2024
Q2 		$809K Buy
18,807
+2,305
+14% +$99.3K 0.22% 64
2024
Q1 		$706K Buy
+16,502
New +$696K 0.2% 68

Other funds holding EPP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $2.83B AUM 20.31% 1-Year Est. Return

Professional Financial Advisors's EPP Position: Q1 2025 in Review

Professional Financial Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q1 2025, closing a stake of 16,501 shares — an estimated $723K sold.

Professional Financial Advisors first reported a position in EPP in Q1 2024 and held it in 4 quarters. The position peaked at $831K in Q3 2024. 177 funds tracked by Wall St. Rank hold EPP as of Q1 2025.

  • Professional Financial Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q1 2025 after selling out during the quarter.
  • Professional Financial Advisors sold 16,501 iShares MSCI Pacific ex Japan ETF shares in Q1 2025, an estimated $723K.
  • Professional Financial Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2024 and held it in 4 quarters.
  • Professional Financial Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $831K in Q3 2024.
  • 177 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q1 2025.

Based on Professional Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.