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

Resonant Capital 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	$213K	Hold	4,000	–	–	0.01%	501
2026 Q1	$213K	Hold	4,000	–	–	0.01%	474
2025 Q4	$202K	Hold	4,000	–	–	0.01%	425
2025 Q3	$206K	Buy	+4,000	New	+$203K	0.01%	421
2025 Q1	–	Sell	-11,000	Closed	-$482K	–	374
2024 Q4	$482K	Hold	11,000	–	–	0.04%	210
2024 Q3	$537K	Hold	11,000	–	–	0.04%	207
2024 Q2	$473K	Hold	11,000	–	–	0.04%	211
2024 Q1	$471K	Hold	11,000	–	–	0.04%	203
2023 Q4	$478K	Hold	11,000	–	–	0.05%	185
2023 Q3	$438K	Hold	11,000	–	–	0.05%	180
2023 Q2	$465K	Hold	11,000	–	–	0.05%	173
2023 Q1	$482K	Hold	11,000	–	–	0.05%	168
2022 Q4	$471K	Hold	11,000	–	–	0.06%	176
2022 Q3	$413K	Hold	11,000	–	–	0.06%	167
2022 Q2	$458K	Hold	11,000	–	–	0.07%	156
2022 Q1	$548K	Hold	11,000	–	–	0.08%	134
2021 Q4	$529K	Hold	11,000	–	–	0.08%	134
2021 Q3	$537K	Hold	11,000	–	–	0.09%	121
2021 Q2	$569K	Hold	11,000	–	–	0.11%	103
2021 Q1	$553K	Hold	11,000	–	–	0.11%	96
2020 Q4	$527K	Hold	11,000	–	–	0.12%	101
2020 Q3	$446K	Hold	11,000	–	–	0.13%	99
2020 Q2	$437K	Sell	11,000 -16,000	-59%	-$599K	0.13%	113
2020 Q1	$916K	Hold	27,000	–	–	0.33%	85
2019 Q4	$1.25M	Buy	+27,000	New	+$1.24M	0.39%	80

Other funds holding EPP

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Resonant Capital Advisors's EPP Position: Q2 2026 in Review

Resonant Capital Advisors held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q2 2026 at 4,000 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #501.

Resonant Capital Advisors first reported a position in EPP in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.25M in Q4 2019. 74 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Resonant Capital Advisors held 4,000 shares of iShares MSCI Pacific ex Japan ETF worth $213K as of Q2 2026.
Resonant Capital Advisors left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q2 2026.
iShares MSCI Pacific ex Japan ETF made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #501 holding.
Resonant Capital Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2019 and has held it in 25 quarters since.
Resonant Capital Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $1.25M in Q4 2019.
74 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.