VERITY Wealth Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

VERITY Wealth Advisors’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	$306K	Hold	5,740	–	–	0.18%	65
2026 Q1	$305K	Hold	5,740	–	–	0.2%	64
2025 Q4	$290K	Hold	5,740	–	–	0.18%	70
2025 Q3	$296K	Hold	5,740	–	–	0.19%	67
2025 Q2	$283K	Hold	5,740	–	–	0.19%	70
2025 Q1	$253K	Hold	5,740	–	–	0.19%	70
2024 Q4	$251K	Hold	5,740	–	–	0.18%	66
2024 Q3	$280K	Hold	5,740	–	–	0.2%	64
2024 Q2	$247K	Hold	5,740	–	–	0.18%	67
2024 Q1	$246K	Hold	5,740	–	–	0.19%	69
2023 Q4	$249K	Hold	5,740	–	–	0.21%	63
2023 Q3	$228K	Hold	5,740	–	–	0.21%	64
2023 Q2	$242K	Hold	5,740	–	–	0.22%	63
2023 Q1	$251K	Hold	5,740	–	–	0.23%	63
2022 Q4	$246K	Hold	5,740	–	–	0.24%	63
2022 Q3	$215K	Hold	5,740	–	–	0.22%	65
2022 Q2	$239K	Hold	5,740	–	–	0.23%	61
2022 Q1	$283K	Hold	5,740	–	–	0.25%	54
2021 Q4	$274K	Hold	5,740	–	–	0.23%	57
2021 Q3	$280K	Hold	5,740	–	–	0.25%	52
2021 Q2	$297K	Hold	5,740	–	–	0.27%	48
2021 Q1	$288K	Hold	5,740	–	–	0.26%	45
2020 Q4	$275K	Hold	5,740	–	–	0.25%	51
2020 Q3	$233K	Hold	5,740	–	–	0.24%	47
2020 Q2	$228K	Buy	+5,740	New	+$215K	0.24%	45
2020 Q1	–	Sell	-5,740	Closed	-$266K	–	46
2019 Q4	$266K	Hold	5,740	–	–	0.26%	45
2019 Q3	$257K	Hold	5,740	–	–	0.25%	47
2019 Q2	$271K	Hold	5,740	–	–	0.27%	45
2019 Q1	$263K	Hold	5,740	–	–	0.27%	47
2018 Q4	$234K	Buy	+5,740	New	+$243K	0.27%	47

Other funds holding EPP

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 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

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IWM

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

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

FMP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IDBONY

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

VERITY Wealth Advisors's EPP Position: Q2 2026 in Review

VERITY Wealth Advisors held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q2 2026 at 5,740 shares worth $306K. The position accounts for 0.18% of the portfolio, ranked #65.

VERITY Wealth Advisors first reported a position in EPP in Q4 2018 and has held it in 30 quarters since. 38 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

VERITY Wealth Advisors held 5,740 shares of iShares MSCI Pacific ex Japan ETF worth $306K as of Q2 2026.
VERITY Wealth Advisors left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q2 2026.
iShares MSCI Pacific ex Japan ETF made up 0.18% of VERITY Wealth Advisors's portfolio in Q2 2026, its #65 holding.
VERITY Wealth Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2018 and has held it in 30 quarters since.
38 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.