Beacon Financial Advisory’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.19M	Buy	25,173 +2,722	+12%	+$129K	0.31%	85
2025 Q1	$981K	Buy	22,451 +762	+4%	+$33.3K	0.3%	95
2024 Q4	$982K	Buy	21,689 +1,352	+7%	+$61.2K	0.32%	88
2024 Q3	$1.03M	Buy	20,337 +7,661	+60%	+$387K	0.35%	81
2024 Q2	$612K	Buy	+12,676	New	+$612K	0.23%	127