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 Q2	–	Sell	-503	Closed	-$26.7K	–	908
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 $1.81T 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

SOA Wealth Advisors's EPP Position: Q2 2026 in Review

SOA Wealth Advisors sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2026, closing a stake of 503 shares — an estimated $26.7K sold.

SOA Wealth Advisors first reported a position in EPP in Q4 2020 and held it in 22 quarters. The position peaked at $26.7K in Q1 2026. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

SOA Wealth Advisors reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 503 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $26.7K.
SOA Wealth Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2020 and held it in 22 quarters.
SOA Wealth Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $26.7K in Q1 2026.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.