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SWA
SOA Wealth Advisors’s
iShares MSCI Pacific ex Japan ETF
EPP
Stock Holding History
SOA Wealth 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
Q1
$26.7K
Hold
503
–
–
0.01%
456
2025
Q4
$25.4K
Buy
503
+10
+2%
+$511
﹤0.01%
467
2025
Q3
$25.4K
Hold
493
–
–
﹤0.01%
478
2025
Q2
$24.3K
Buy
493
+9
+2%
+$419
﹤0.01%
470
2025
Q1
$21.4K
Hold
484
–
–
﹤0.01%
461
2024
Q4
$21.2K
Buy
484
+10
+2%
+$467
﹤0.01%
449
2024
Q3
$23.1K
Hold
474
–
–
﹤0.01%
432
2024
Q2
$20.4K
Buy
474
+8
+2%
+$345
﹤0.01%
439
2024
Q1
$19.9K
Hold
466
–
–
﹤0.01%
444
2023
Q4
$20.2K
Buy
466
+10
+2%
+$405
﹤0.01%
429
2023
Q3
$18.1K
Hold
456
–
–
﹤0.01%
436
2023
Q2
$19.3K
Buy
456
+9
+2%
+$390
﹤0.01%
433
2023
Q1
$19.6K
Hold
447
–
–
﹤0.01%
428
2022
Q4
$19.1K
Buy
447
+7
+2%
+$286
0.01%
413
2022
Q3
$16K
Hold
440
–
–
﹤0.01%
424
2022
Q2
$18K
Buy
440
+13
+3%
+$591
0.01%
400
2022
Q1
$21K
Buy
427
+2
+0.5%
+$94
0.01%
458
2021
Q4
$20K
Buy
425
+12
+3%
+$594
﹤0.01%
445
2021
Q3
$20K
Hold
413
–
–
0.01%
453
2021
Q2
$21K
Buy
413
+4
+1%
+$210
0.01%
454
2021
Q1
$20K
Hold
409
–
–
0.01%
403
2020
Q4
$20K
Buy
+409
New
+$18.2K
0.01%
402
Other funds holding EPP
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Asset Management One
Tokyo, Japan
$33.9B AUM
25.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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