SageView Advisory Group’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

SageView Advisory Group’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	$1.29M	Buy	24,242 +3,417	+16%	+$188K	0.04%	212
2026 Q1	$1.11M	Buy	20,825 +8,420	+68%	+$452K	0.04%	220
2025 Q4	$626K	Buy	+12,405	New	+$633K	0.02%	322

Other funds holding EPP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

SageView Advisory Group's EPP Position: Q2 2026 in Review

SageView Advisory Group increased its iShares MSCI Pacific ex Japan ETF (EPP) stake by 16% in Q2 2026, buying an estimated $188K and bringing the position to 24,242 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #212.

SageView Advisory Group first reported a position in EPP in Q4 2025 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

SageView Advisory Group held 24,242 shares of iShares MSCI Pacific ex Japan ETF worth $1.29M as of Q2 2026.
SageView Advisory Group bought 3,417 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $188K.
iShares MSCI Pacific ex Japan ETF made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #212 holding.
SageView Advisory Group first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2025 and has held it in 3 quarters since.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.