SIS
EPP icon

Sound Income Strategies’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Sound Income Strategies’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
2025
Q4 		– Sell
-5
Closed -$258 – 2528
2025
Q3 		$258 Sell
5
-5
-50% -$254 ﹤0.01% 1586
2025
Q2 		$494 Sell
10
-162
-94% -$7.54K ﹤0.01% 1458
2025
Q1 		$7.6K Sell
172
-131
-43% -$5.87K ﹤0.01% 975
2024
Q4 		$13.3K Sell
303
-365
-55% -$17K ﹤0.01% 770
2024
Q3 		$32.6K Buy
668
+180
+37% +$8.04K ﹤0.01% 537
2024
Q2 		$21K Buy
488
+68
+16% +$2.93K ﹤0.01% 619
2024
Q1 		$18K Buy
420
+370
+740% +$15.6K ﹤0.01% 617
2023
Q4 		$2.17K Buy
+50
New +$2.03K ﹤0.01% 1046

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return