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

Realta Investment 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
2026
Q2 		$4.15K Buy
+78
New +$4.28K ﹤0.01% 349
2019
Q3 		– Sell
-5
Closed – – 1646
2019
Q2 		$0 Hold
5
– – ﹤0.01% 1730
2019
Q1 		$0 Buy
+5
New +$221 ﹤0.01% 1332

Other funds holding EPP

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Realta Investment Advisors's EPP Position: Q2 2026 in Review

Realta Investment Advisors opened a new position in iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2026: 78 shares worth $4.15K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in EPP as recently as Q2 2019.

Realta Investment Advisors first reported a position in EPP in Q1 2019 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

  • Realta Investment Advisors held 78 shares of iShares MSCI Pacific ex Japan ETF worth $4.15K as of Q2 2026.
  • iShares MSCI Pacific ex Japan ETF was a new Realta Investment Advisors position in Q2 2026.
  • iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #349 holding.
  • Realta Investment Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2019 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.