Wealthspire Advisors (New York)’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Wealthspire Advisors (New York)’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	$708K	Buy	13,296 +5,957	+81%	+$327K	﹤0.01%	667
2026 Q1	$390K	Buy	+7,339	New	+$394K	﹤0.01%	649
2025 Q4	–	Sell	-2,800	Closed	-$144K	–	1583
2025 Q3	$144K	Buy	+2,800	New	+$142K	﹤0.01%	899
2025 Q1	–	Sell	-4,927	Closed	-$216K	–	803
2024 Q4	$216K	Buy	+4,927	New	+$230K	﹤0.01%	731

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

Wealthspire Advisors (New York)'s EPP Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares MSCI Pacific ex Japan ETF (EPP) stake by 81% in Q2 2026, buying an estimated $327K and bringing the position to 13,296 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Wealthspire Advisors (New York) first reported a position in EPP in Q4 2024 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

Wealthspire Advisors (New York) held 13,296 shares of iShares MSCI Pacific ex Japan ETF worth $708K as of Q2 2026.
Wealthspire Advisors (New York) bought 5,957 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $327K.
iShares MSCI Pacific ex Japan ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #667 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2024 and has held it in 4 quarters since.
199 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.