Tru Independence Asset Management 2’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Tru Independence Asset Management 2’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	$1.35M	Buy	25,346 +1,411	+6%	+$77.5K	0.73%	34
2026 Q1	$1.27M	Buy	23,935 +818	+4%	+$44K	0.78%	34
2025 Q4	$1.17M	Buy	23,117 +4,835	+26%	+$247K	0.73%	37
2025 Q3	$943K	Buy	18,282 +71	+0.4%	+$3.6K	0.62%	42
2025 Q2	$899K	Buy	18,211 +2,740	+18%	+$128K	0.62%	42
2025 Q1	$682K	Buy	15,471 +8,439	+120%	+$378K	0.51%	46
2024 Q4	$308K	Buy	7,032 +164	+2%	+$7.66K	0.26%	67
2024 Q3	$335K	Buy	+6,868	New	+$307K	0.28%	59

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

Tru Independence Asset Management 2's EPP Position: Q2 2026 in Review

Tru Independence Asset Management 2 increased its iShares MSCI Pacific ex Japan ETF (EPP) stake by 5.9% in Q2 2026, buying an estimated $77.5K and bringing the position to 25,346 shares worth $1.35M. The position accounts for 0.73% of the portfolio, ranked #34.

Tru Independence Asset Management 2 first reported a position in EPP in Q3 2024 and has held it in 8 quarters since. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Tru Independence Asset Management 2 held 25,346 shares of iShares MSCI Pacific ex Japan ETF worth $1.35M as of Q2 2026.
Tru Independence Asset Management 2 bought 1,411 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $77.5K.
iShares MSCI Pacific ex Japan ETF made up 0.73% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #34 holding.
Tru Independence Asset Management 2 first reported a position in iShares MSCI Pacific ex Japan ETF in Q3 2024 and has held it in 8 quarters since.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.