EP Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $545K | Buy |
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|
2024
Q3 | $501K | Hold |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $407K | Hold |
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|
2023
Q3 | $370K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $12.3K | Buy |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $324K | Hold |
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|
2022
Q1 | $384K | Hold |
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|
2021
Q4 | $394K | Hold |
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $608K | Hold |
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|
2021
Q1 | $566K | Hold |
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|
2020
Q4 | $539K | Hold |
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|
2020
Q3 | $482K | Hold |
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|
2020
Q2 | $452K | Hold |
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|
2020
Q1 | $383K | Buy |
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|
2019
Q4 | $246K | Buy |
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