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Yoffe Investment Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Yoffe Investment Management’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 		$435K Hold
8,163
– – 0.5% 72
2026
Q1 		$434K Hold
8,163
– – 0.56% 69
2025
Q4 		$412K Hold
8,163
– – 0.53% 71
2025
Q3 		$421K Hold
8,163
– – 0.55% 68
2025
Q2 		$403K Hold
8,163
– – 0.55% 68
2025
Q1 		$360K Hold
8,163
– – 0.53% 74
2024
Q4 		$358K Buy
+8,163
New +$381K 0.53% 69

Other funds holding EPP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Yoffe Investment Management's EPP Position: Q2 2026 in Review

Yoffe Investment Management held its iShares MSCI Pacific ex Japan ETF (EPP) position steady in Q2 2026 at 8,163 shares worth $435K. The position accounts for 0.5% of the portfolio, ranked #72.

Yoffe Investment Management first reported a position in EPP in Q4 2024 and has held it in 7 quarters since. 198 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

  • Yoffe Investment Management held 8,163 shares of iShares MSCI Pacific ex Japan ETF worth $435K as of Q2 2026.
  • Yoffe Investment Management left its iShares MSCI Pacific ex Japan ETF share count unchanged in Q2 2026.
  • iShares MSCI Pacific ex Japan ETF made up 0.5% of Yoffe Investment Management's portfolio in Q2 2026, its #72 holding.
  • Yoffe Investment Management first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2024 and has held it in 7 quarters since.
  • 198 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.