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USA FINANCIAL FORMULAS’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

USA FINANCIAL FORMULAS’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 		$139K Buy
+2,614
New +$144K 0.03% 164

Other funds holding EPP

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

USA FINANCIAL FORMULAS's EPP Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2026: 2,614 shares worth $139K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings.

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

  • USA FINANCIAL FORMULAS held 2,614 shares of iShares MSCI Pacific ex Japan ETF worth $139K as of Q2 2026.
  • iShares MSCI Pacific ex Japan ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • iShares MSCI Pacific ex Japan ETF made up 0.03% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #164 holding.
  • 89 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.