Synergy Investment Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Synergy Investment 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
2026 Q2	$160K	Buy	+2,850	New	+$156K	0.04%	196

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

Synergy Investment Management's EPP Position: Q2 2026 in Review

Synergy Investment Management opened a new position in iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2026: 2,850 shares worth $160K. The stake represents 0.04% of the portfolio and ranks #196 among its holdings.

198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Synergy Investment Management held 2,850 shares of iShares MSCI Pacific ex Japan ETF worth $160K as of Q2 2026.
iShares MSCI Pacific ex Japan ETF was a new Synergy Investment Management position in Q2 2026.
iShares MSCI Pacific ex Japan ETF made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #196 holding.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.