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Richardson Financial Services’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Richardson Financial Services’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 		$120K Buy
2,253
+1,974
+708% +$108K 0.07% 211
2026
Q1 		$14.8K Buy
+279
New +$15K 0.01% 448

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Richardson Financial Services's EPP Position: Q2 2026 in Review

Richardson Financial Services increased its iShares MSCI Pacific ex Japan ETF (EPP) stake by 708% in Q2 2026, buying an estimated $108K and bringing the position to 2,253 shares worth $120K. The position accounts for 0.07% of the portfolio, ranked #211.

Richardson Financial Services first reported a position in EPP in Q1 2026 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

  • Richardson Financial Services held 2,253 shares of iShares MSCI Pacific ex Japan ETF worth $120K as of Q2 2026.
  • Richardson Financial Services bought 1,974 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $108K.
  • iShares MSCI Pacific ex Japan ETF made up 0.07% of Richardson Financial Services's portfolio in Q2 2026, its #211 holding.
  • Richardson Financial Services first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2026 and has held it in 2 quarters since.
  • 198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.