DWM
Dogwood Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
31,748
-3,206
| -9% | -$217K | 1.05% | 25 |
|
|
2025
Q1 | $2.18M | Sell |
34,954
-1,144
| -3% | -$71.2K | 1.14% | 22 |
|
|
2024
Q4 | $2.21M | Sell |
36,098
-635
| -2% | -$38.8K | 1.17% | 21 |
|
|
2024
Q3 | $2.45M | Sell |
36,733
-24,469
| -40% | -$1.63M | 1.41% | 19 |
|
|
2024
Q2 | $3.75M | Buy |
61,202
+23,904
| +64% | +$1.46M | 2.31% | 15 |
|
|
2024
Q1 | $2.36M | Buy |
37,298
+1,790
| +5% | +$113K | 1.6% | 18 |
|
|
2023
Q4 | $2.11M | Buy |
+35,508
| New | +$2.11M | 1.65% | 18 |
|