Stelac Advisory Services LLC EPP — PACIFIC EX-JAPAN ETF COM

Ownership history in Stelac Advisory Services LLC  ·  59 quarters on record

AI Ownership Summary

Stelac Advisory Services LLC reported PACIFIC EX-JAPAN ETF COM (EPP) in 59 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.9% in 2025 Q2. The latest visible filing shows EPP at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stelac Advisory Services LLC's position in PACIFIC EX-JAPAN ETF COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EPP was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EPP stock page Stelac Advisory Services LLC fund profile Stelac Advisory Services LLC full holdings
How Stelac Advisory Services LLC held EPP — position size vs. price
% of Fund (quarterly)    EPP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 51,569 +16,118 +45.5% 0.55% $2.7M 2026-05-08 $55.97
2025 Q4 REDUCED 9.3% +5.3% ❌ 35,451 -3,644 -9.3% 0.63% $1.8M 2026-02-12 $55.46
2025 Q3 REDUCED 18.7% +0.8% ❌ 39,095 -9,006 -18.7% 0.70% $2.0M 2025-11-13 $49.89
2025 Q2 UNCHANGED — — — 48,101 — 0% 0.90% $2.4M 2025-08-12 $50.15
2025 Q1 ADDED — — — 48,101 +2,660 +5.9% 0.88% $2.1M 2025-05-14 $45.56
2024 Q4 ADDED — — — 45,441 +408 +0.9% 0.77% $2.0M 2025-02-10 $43.81
2024 Q3 ADDED — — — 45,033 +3,107 +7.4% 0.89% $2.2M 2024-11-05 $44.26
2024 Q2 ADDED — — — 41,926 +1,797 +4.5% 0.76% $1.8M 2024-07-29 $40.72
2024 Q1 ADDED — — — 40,129 +3,285 +8.9% 0.81% $1.7M 2024-05-14 $40.95
2023 Q4 ADDED — — — 36,844 +1,455 +4.1% 0.86% $1.6M 2024-02-08 $38.53
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EPP

As of 2026 Q1 — sorted by position size

Israel Discount Bank of New York 3Y 7Y 1.69% Cordoba Advisory Partners LLC 0.9% Sharper & Granite LLC 3Y 0.89% TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3Y 0.78% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 0.59% Karnit Road Accident Victims Compensation Fund 0.59% swisspartners Advisors Ltd 3Y 0.58% Yoffe Investment Management, LLC 0.56% Curat Global, LLC 0.49% Resolute Advisors LLC 3Y 0.47%

FAQ About Stelac Advisory Services LLC and EPP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stelac Advisory Services LLC reported owning EPP?

Stelac Advisory Services LLC reported EPP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EPP position in Stelac Advisory Services LLC's portfolio?

The largest reported portfolio weight for EPP was 0.90% in 2025 Q2.

What is the latest reported EPP position on this page?

The most recent filing on this page is 2026 Q1, when Stelac Advisory Services LLC reported 51,569 shares, equal to 0.55% of portfolio, with an estimated market value of $2.7M.

What does the chart on this EPP ownership page compare?

The chart compares Stelac Advisory Services LLC's quarterly EPP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stelac Advisory Services LLC time their EPP position?

Based on 13F filing dates vs. subsequent EPP price moves, Stelac Advisory Services LLC correctly timed 24 out of 48 reported position changes (50%). The annualised alpha on EPP relative to SPY over the holding period was -7.7%.

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