Spire Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Spire Wealth Management’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	-157	Closed	-$8.1K	–	2362
2025 Q3	$8.1K	Buy	+157	New	+$7.97K	﹤0.01%	1830
2022 Q2	–	Sell	-146	Closed	-$7K	–	2701
2022 Q1	$7K	Sell	146 -59	-29%	-$2.79K	﹤0.01%	2147
2021 Q4	$10K	Buy	205 +59	+40%	+$2.92K	﹤0.01%	2372
2021 Q3	$7K	Hold	146	–	–	﹤0.01%	2187
2021 Q2	$8K	Sell	146 -59	-29%	-$3.1K	﹤0.01%	2190
2021 Q1	$10K	Buy	+205	New	+$10.3K	﹤0.01%	2408

Other funds holding EPP

JP Morgan Chase New York $1.81T AUM 41.13% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Spire Wealth Management's EPP Position: Q4 2025 in Review

Spire Wealth Management sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q4 2025, closing a stake of 157 shares — an estimated $8.1K sold.

Spire Wealth Management first reported a position in EPP in Q1 2021 and held it in 6 quarters. The position peaked at $10K in Q4 2021. 191 funds tracked by Wall St. Rank hold EPP as of Q4 2025.

Spire Wealth Management reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 157 iShares MSCI Pacific ex Japan ETF shares in Q4 2025, an estimated $8.1K.
Spire Wealth Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's iShares MSCI Pacific ex Japan ETF position peaked at $10K in Q4 2021.
191 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.