Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s iShares MSCI Philippines ETF EPHE Stock Holding History

Sumitomo Mitsui Trust Group’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
Q1 		$231K Buy
+9,294
New +$242K ﹤0.01% 1025
2023
Q2 		– Sell
-24,876
Closed -$671K – 1143
2023
Q1 		$671K Buy
+24,876
New +$687K ﹤0.01% 1041
2022
Q3 		– Sell
-9,000
Closed -$228K – 1216
2022
Q2 		$228K Buy
+9,000
New +$257K ﹤0.01% 1194
2021
Q4 		– Sell
-12,900
Closed -$384K – 1178
2021
Q3 		$384K Sell
12,900
-200
-2% -$5.91K ﹤0.01% 1127
2021
Q2 		$405K Sell
13,100
-1,900
-13% -$56.8K ﹤0.01% 1124
2021
Q1 		$438K Sell
15,000
-800
-5% -$24.8K ﹤0.01% 1087
2020
Q4 		$517K Buy
+15,800
New +$481K ﹤0.01% 1064
2020
Q3 		– Sell
-16,600
Closed -$447K – 1111
2020
Q2 		$447K Sell
16,600
-700
-4% -$17.7K ﹤0.01% 1031
2020
Q1 		$399K Hold
17,300
– – ﹤0.01% 1018
2019
Q4 		$594K Sell
17,300
-17,500
-50% -$603K ﹤0.01% 1000
2019
Q3 		$1.16M Sell
34,800
-2,300
-6% -$79.7K ﹤0.01% 928
2019
Q2 		$1.32M Buy
37,100
+8,700
+31% +$300K ﹤0.01% 876
2019
Q1 		$974K Sell
28,400
-8,800
-24% -$301K ﹤0.01% 846
2018
Q4 		$1.2M Sell
37,200
-600
-2% -$18.3K ﹤0.01% 788
2018
Q3 		$1.14M Sell
37,800
-7,300
-16% -$231K ﹤0.01% 806
2018
Q2 		$1.36M Sell
45,100
-3,600
-7% -$118K ﹤0.01% 799
2018
Q1 		$1.7M Buy
48,700
+350
+0.7% +$13K ﹤0.01% 776
2017
Q4 		$1.88M Buy
48,350
+27,950
+137% +$1.04M ﹤0.01% 778
2017
Q3 		$754K Buy
+20,400
New +$740K ﹤0.01% 827

Other funds holding EPHE

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $6.06B AUM 46.29% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group's EPHE Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group opened a new position in iShares MSCI Philippines ETF (EPHE) in Q1 2026: 9,294 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: Sumitomo Mitsui Trust Group previously reported a position in EPHE as recently as Q1 2023.

Sumitomo Mitsui Trust Group first reported a position in EPHE in Q3 2017 and has held it in 19 quarters since. The position peaked at $1.88M in Q4 2017. 42 funds tracked by Wall St. Rank hold EPHE as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 9,294 shares of iShares MSCI Philippines ETF worth $231K as of Q1 2026.
  • iShares MSCI Philippines ETF was a new Sumitomo Mitsui Trust Group position in Q1 2026.
  • iShares MSCI Philippines ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #1025 holding.
  • Sumitomo Mitsui Trust Group first reported a position in iShares MSCI Philippines ETF in Q3 2017 and has held it in 19 quarters since.
  • Sumitomo Mitsui Trust Group's iShares MSCI Philippines ETF position peaked at $1.88M in Q4 2017.
  • 42 funds tracked by Wall St. Rank held iShares MSCI Philippines ETF as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.