Sequoia Financial Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Sequoia Financial 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	$285K	Hold	5,355	–	–	﹤0.01%	1709
2026 Q1	$285K	Sell	5,355 -4	-0.1%	-$215	﹤0.01%	1602
2025 Q4	$270K	Hold	5,359	–	–	﹤0.01%	1617
2025 Q3	$276K	Buy	5,359 +4	+0.1%	+$203	﹤0.01%	1434
2025 Q2	$264K	Sell	5,355 -510	-9%	-$23.8K	﹤0.01%	1331
2025 Q1	$259K	Hold	5,865	–	–	﹤0.01%	1133
2024 Q4	$257K	Sell	5,865 -1,488	-20%	-$69.5K	﹤0.01%	1086
2024 Q3	$359K	Hold	7,353	–	–	﹤0.01%	892
2024 Q2	$316K	Buy	7,353 +1,950	+36%	+$84K	﹤0.01%	868
2024 Q1	$231K	Buy	+5,403	New	+$228K	﹤0.01%	984

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

Sequoia Financial Advisors's EPP Position: Q2 2026 in Review

Sequoia Financial Advisors held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q2 2026 at 5,355 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Sequoia Financial Advisors first reported a position in EPP in Q1 2024 and has held it in 10 quarters since. The position peaked at $359K in Q3 2024. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Sequoia Financial Advisors held 5,355 shares of iShares MSCI Pacific ex Japan ETF worth $285K as of Q2 2026.
Sequoia Financial 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 Sequoia Financial Advisors's portfolio in Q2 2026, its #1709 holding.
Sequoia Financial Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2024 and has held it in 10 quarters since.
Sequoia Financial Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $359K in Q3 2024.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.