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Robertson Stephens Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Robertson Stephens Wealth Management’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 		$1.57M Sell
29,447
-222
-0.7% -$12.2K 0.04% 242
2026
Q1 		$1.58M Sell
29,669
-133
-0.4% -$7.15K 0.04% 235
2025
Q4 		$1.5M Buy
29,802
+3,399
+13% +$174K 0.04% 245
2025
Q3 		$1.36M Hold
26,403
– – 0.04% 219
2025
Q2 		$1.3M Buy
26,403
+569
+2% +$26.5K 0.04% 234
2025
Q1 		$1.14M Sell
25,834
-1,031
-4% -$46.2K 0.04% 252
2024
Q4 		$1.18M Buy
26,865
+13
+0% +$607 0.04% 244
2024
Q3 		$1.31M Hold
26,852
– – 0.05% 249
2024
Q2 		$1.15M Sell
26,852
-29,912
-53% -$1.29M 0.06% 206
2024
Q1 		$2.43M Buy
56,764
+348
+0.6% +$14.7K 0.13% 136
2023
Q4 		$2.45M Buy
56,416
+3,399
+6% +$138K 0.15% 124
2023
Q3 		$2.11M Buy
53,017
+521
+1% +$21.6K 0.14% 137
2023
Q2 		$2.22M Buy
52,496
+19,443
+59% +$842K 0.16% 121
2023
Q1 		$1.45M Buy
33,053
+2,813
+9% +$125K 0.11% 157
2022
Q4 		$1.29M Buy
30,240
+3,116
+11% +$127K 0.13% 152
2022
Q3 		$1.02M Sell
27,124
-893
-3% -$37.2K 0.11% 152
2022
Q2 		$1.17M Sell
28,017
-4,847
-15% -$220K 0.11% 147
2022
Q1 		$1.62M Sell
32,864
-1,598
-5% -$75.5K 0.14% 136
2021
Q4 		$1.66M Sell
34,462
-1,217
-3% -$60.2K 0.14% 131
2021
Q3 		$1.74M Buy
35,679
+304
+0.9% +$15.5K 0.2% 79
2021
Q2 		$1.83M Sell
35,375
-3,293
-9% -$173K 0.22% 77
2021
Q1 		$1.94M Buy
38,668
+281
+0.7% +$14.1K 0.31% 60
2020
Q4 		$1.84M Buy
38,387
+10,913
+40% +$487K 0.38% 53
2020
Q3 		$1.11M Sell
27,474
-30,368
-53% -$1.26M 0.27% 67
2020
Q2 		$2.3M Sell
57,842
-9,869
-15% -$369K 0.66% 37
2020
Q1 		$2.3M Buy
67,711
+35,933
+113% +$1.52M 0.78% 33
2019
Q4 		$1.47M Buy
31,778
+3,356
+12% +$154K 0.74% 30
2019
Q3 		$1.27M Buy
28,422
+14,994
+112% +$684K 0.64% 37
2019
Q2 		$634K Buy
13,428
+1,473
+12% +$68.2K 0.62% 34
2019
Q1 		$549K Hold
11,955
– – 0.47% 36
2018
Q4 		$487K Buy
+11,955
New +$507K 0.49% 34

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

Robertson Stephens Wealth Management's EPP Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares MSCI Pacific ex Japan ETF (EPP) stake by 0.75% in Q2 2026, selling an estimated $12.2K and leaving 29,447 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #242.

Robertson Stephens Wealth Management first reported a position in EPP in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.45M in Q4 2023. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

  • Robertson Stephens Wealth Management held 29,447 shares of iShares MSCI Pacific ex Japan ETF worth $1.57M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 222 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $12.2K.
  • iShares MSCI Pacific ex Japan ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2018 and has held it in 31 quarters since.
  • Robertson Stephens Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $2.45M in Q4 2023.
  • 198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.