Forthright Family Wealth Advisory’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,198
| Closed | -$229K | – | 52 |
|
|
2025
Q1 | $229K | Hold |
5,198
| – | – | 0.15% | 49 |
|
|
2024
Q4 | $228K | Hold |
5,198
| – | – | 0.15% | 50 |
|
|
2024
Q3 | $243K | Buy |
5,198
+448
| +9% | +$20.9K | 0.16% | 56 |
|
|
2024
Q2 | $204K | Hold |
4,750
| – | – | 0.13% | 64 |
|
|
2024
Q1 | $203K | Buy |
+4,750
| New | +$203K | 0.14% | 60 |
|