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

Waverly 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	$916K	Sell	17,200 -1,200	-7%	-$65.9K	0.01%	929
2026 Q1	$978K	Sell	18,400 -400	-2%	-$21.5K	0.01%	843
2025 Q4	$949K	Buy	+18,800	New	+$960K	0.01%	783
2015 Q1	–	Sell	-253	Closed	-$11K	–	362
2014 Q4	$11K	Hold	253	–	–	0.01%	295
2014 Q3	$12K	Buy	253 +110	+77%	+$5.5K	0.01%	427
2014 Q2	$7K	Buy	+143	New	+$7.09K	﹤0.01%	516

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

Waverly Advisors's EPP Position: Q2 2026 in Review

Waverly Advisors reduced its iShares MSCI Pacific ex Japan ETF (EPP) stake by 6.5% in Q2 2026, selling an estimated $65.9K and leaving 17,200 shares worth $916K. The position accounts for 0.01% of the portfolio, ranked #929.

Waverly Advisors first reported a position in EPP in Q2 2014 and has held it in 6 quarters since. The position peaked at $978K in Q1 2026. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Waverly Advisors held 17,200 shares of iShares MSCI Pacific ex Japan ETF worth $916K as of Q2 2026.
Waverly Advisors sold 1,200 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $65.9K.
iShares MSCI Pacific ex Japan ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #929 holding.
Waverly Advisors first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2014 and has held it in 6 quarters since.
Waverly Advisors's iShares MSCI Pacific ex Japan ETF position peaked at $978K in Q1 2026.
198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.