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Steward Partners Investment Advisory’s iShares MSCI Philippines ETF EPHE Stock Holding History

Steward Partners Investment Advisory’s Portfolio EPHE Stock Details EPHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3K Hold
426
– – ﹤0.01% 3722
2026
Q1 		$10.6K Sell
426
-74
-15% -$1.93K ﹤0.01% 3527
2025
Q4 		$12.5K Hold
500
– – ﹤0.01% 3348
2025
Q3 		$12.4K Hold
500
– – ﹤0.01% 3305
2025
Q2 		$13.6K Hold
500
– – ﹤0.01% 3071
2025
Q1 		$12.7K Sell
500
-387
-44% -$9.57K ﹤0.01% 2993
2024
Q4 		$22.2K Buy
887
+387
+77% +$10.4K ﹤0.01% 2738
2024
Q3 		$14.6K Hold
500
– – ﹤0.01% 2794
2024
Q2 		$12.1K Hold
500
– – ﹤0.01% 2742
2024
Q1 		$13.8K Hold
500
– – ﹤0.01% 2679
2023
Q4 		$13K Hold
500
– – ﹤0.01% 2597
2023
Q3 		$12.5K Hold
500
– – ﹤0.01% 2508
2023
Q2 		$13K Hold
500
– – ﹤0.01% 2483
2023
Q1 		$13.5K Hold
500
– – ﹤0.01% 2429
2022
Q4 		$13.1K Hold
500
– – ﹤0.01% 2445
2022
Q3 		$11K Hold
500
– – ﹤0.01% 2483
2022
Q2 		$13K Hold
500
– – ﹤0.01% 2409
2022
Q1 		$16K Hold
500
– – ﹤0.01% 2464
2021
Q4 		$16K Hold
500
– – ﹤0.01% 2410
2021
Q3 		$15K Buy
+500
New +$14.8K ﹤0.01% 2447

Other funds holding EPHE

CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $342M AUM 14.2% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PCML
Pavaki Capital Management LLC Pueblo, Colorado $287M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Steward Partners Investment Advisory's EPHE Position: Q2 2026 in Review

Steward Partners Investment Advisory held its iShares MSCI Philippines ETF (EPHE) position steady in Q2 2026 at 426 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3722.

Steward Partners Investment Advisory first reported a position in EPHE in Q3 2021 and has held it in 20 quarters since. The position peaked at $22.2K in Q4 2024. 35 funds tracked by Wall St. Rank hold EPHE as of Q2 2026.

  • Steward Partners Investment Advisory held 426 shares of iShares MSCI Philippines ETF worth $10.3K as of Q2 2026.
  • Steward Partners Investment Advisory left its iShares MSCI Philippines ETF share count unchanged in Q2 2026.
  • iShares MSCI Philippines ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3722 holding.
  • Steward Partners Investment Advisory first reported a position in iShares MSCI Philippines ETF in Q3 2021 and has held it in 20 quarters since.
  • Steward Partners Investment Advisory's iShares MSCI Philippines ETF position peaked at $22.2K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.