EWA
ERTS Wealth Advisors’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 | $9.31M | Sell |
135,449
-85,816
| -39% | -$5.9M | 3.21% | 14 |
|
|
2025
Q1 | $13.8M | Sell |
221,265
-105,835
| -32% | -$6.59M | 2.68% | 13 |
|
|
2024
Q4 | $20M | Buy |
327,100
+29,962
| +10% | +$1.83M | 3.77% | 12 |
|
|
2024
Q3 | $19.8M | Buy |
+297,138
| New | +$19.8M | 3.7% | 12 |
|
|
2020
Q2 | – | Sell |
-8,841
| Closed | -$410K | – | 81 |
|
|
2020
Q1 | $410K | Sell |
8,841
-132,356
| -94% | -$6.14M | 0.2% | 55 |
|
|
2019
Q4 | $8.25M | Buy |
141,197
+12,249
| +9% | +$715K | 3.71% | 9 |
|
|
2019
Q3 | $7.25M | Buy |
128,948
+52,589
| +69% | +$2.96M | 3.67% | 9 |
|
|
2019
Q2 | $4.25M | Buy |
76,359
+13,794
| +22% | +$768K | 2.35% | 10 |
|
|
2019
Q1 | $3.48M | Buy |
62,565
+8,751
| +16% | +$487K | 2.07% | 11 |
|
|
2018
Q4 | $2.72M | Buy |
+53,814
| New | +$2.72M | 1.95% | 11 |
|