Congress Wealth Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2M | Sell |
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|
2024
Q2 | $2.29M | Sell |
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|
2024
Q1 | $2.48M | Sell |
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|
2023
Q4 | $2.68M | Sell |
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|
2023
Q3 | $2.89M | Sell |
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|
2023
Q2 | $3.22M | Sell |
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|
2023
Q1 | $3.98M | Sell |
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|
2022
Q4 | $26.9M | Sell |
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|
2022
Q3 | $24M | Buy |
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|
2022
Q2 | $25.9M | Sell |
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|
2022
Q1 | $30.8M | Sell |
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|
2021
Q4 | $31.3M | Buy |
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