Convergent Wealth Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Convergent Wealth Advisors’s Portfolio EPP Stock Details EPP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$4.72M	Hold
2015 Q2	$5.59M	Hold
2015 Q1	$5.84M	Buy
2014 Q4	$5.65M	Hold
2014 Q3	$5.92M	Hold
2014 Q2	$6.33M	Hold
2014 Q1	$6.18M	Hold
2013 Q4	$6.01M	Hold
2013 Q3	$6.13M	Hold
2013 Q2	$5.53M	Buy