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- Upturn Summary
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Upturn AI Summary
iShares MSCI Pacific ex Japan ETF(EPP)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EPP
11/06/2026: EPP (2-star) is currently NOT-A-BUY. Pass it for now.
EPP provides targeted exposure to large and mid-sized companies in developed Pacific markets, specifically excluding Japan. By focusing heavily on Australia, Hong Kong, and Singapore, it offers a distinct regional play that is heavily influenced by the financial and resource sectors. While it benefits from the reliability and scale of BlackRock's iShares platform, investors should be mindful of its concentration in commodity-dependent industries and geographic dependencies. It is generally best suited for long-term investors seeking to complement broader international holdings with a specific non-Japan Pacific allocation. Key factors to monitor include commodity price trends, currency movements, and regional economic policy shifts.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Exposure is geared toward developed economies which may offer moderate rather than explosive growth. |
| Momentum investor | Strong fit while signal remains positive | Investors may utilize this fund when regional market trends are on an upswing. |
| Value investor | Strong fit | Many underlying financial and resource companies often trade at reasonable valuation multiples. |
| Dividend/Income investor | Strong fit | The fund holds several large-cap companies that are historically consistent dividend payers. |
| Low-risk investor | Weak fit | International equity exposure involves inherent currency and geopolitical risks. |
Investor Profile
Ideal Investor Profile
Investors seeking targeted Pacific exposure excluding Japan for diversification or strategic regional bets.
Suitability
Best for long-term investors looking to build out a diversified international equity portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Regional markets can fluctuate significantly based on commodity cycles and currency changes. |
| Market risk | High | Equity investments are subject to broader market declines in the Pacific region. |
| Concentration | Medium / high | The fund is heavily concentrated in Australia and specific sectors like Financials and Materials. |
| Tracking/expense | Low | The passive structure effectively tracks the index with minimal management-related error. |
| Liquidity | Low | The underlying holdings are generally large-cap and liquid, reducing liquidity risk for the ETF. |
| Business/sector quality | Medium | The quality of holdings is tied to the strength of developed Pacific-market corporate governance. |
Risk Analysis
Volatility
EPP exhibits moderate to high historical volatility linked to commodity markets and cyclical regional sectors.
Market Risk
Risks include geographic concentration in Australia, sector concentration in financials/resources, and currency risk.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Australia | 65 | This represents the largest geographic allocation, heavily influenced by the Australian financial and mining sectors. |
| Geography | Hong Kong | 18 | Provides exposure to Asian financial hubs and property markets, acting as a key component of the fund's Pacific strategy. |
| Geography | Singapore | 15 | Singapore offers exposure to stable, dividend-paying financial and industrial firms within the region. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Minor cash holdings maintained for liquidity and to facilitate daily operations and rebalancing. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 8.18% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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