Thurston Springer Miller Herd & Titak’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Thurston Springer Miller Herd & Titak’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	$45.9K	Hold	861	–	–	0.02%	491
2026 Q1	$45.8K	Hold	861	–	–	0.02%	559
2025 Q4	$43.5K	Buy	+861	New	+$44K	0.02%	528

Other funds holding EPP

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

3 Factor Indexing Sacramento, California $118M AUM

Allied Private Wealth Boca Raton, Florida $156M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return