BWM
BigSur Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.4K | Hold |
1,730
| – | – | 0.02% | 149 |
|
|
2025
Q1 | $76.3K | Hold |
1,730
| – | – | 0.02% | 148 |
|
|
2024
Q4 | $75.8K | Hold |
1,730
| – | – | 0.02% | 147 |
|
|
2024
Q3 | $84.5K | Buy |
1,730
+750
| +77% | +$36.6K | 0.02% | 153 |
|
|
2024
Q2 | $42.1K | Sell |
980
-750
| -43% | -$32.3K | 0.01% | 151 |
|
|
2024
Q1 | $74.1K | Hold |
1,730
| – | – | 0.02% | 143 |
|
|
2023
Q4 | $75.1K | Buy |
1,730
+750
| +77% | +$32.6K | 0.04% | 112 |
|
|
2023
Q3 | $39K | Hold |
980
| – | – | 0.02% | 112 |
|
|
2023
Q2 | $41.4K | Hold |
980
| – | – | 0.02% | 120 |
|
|
2023
Q1 | $42.9K | Hold |
980
| – | – | 0.02% | 123 |
|
|
2022
Q4 | $41.9K | Buy |
+980
| New | +$41.9K | 0.02% | 122 |
|