Global Retirement Partners’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$386K	Buy	7,658 +1,015	+15%	+$51.8K	0.01%	1095
2025 Q3	$343K	Buy	6,643 +320	+5%	+$16.2K	0.01%	924
2025 Q2	$312K	Buy	+6,323	New	+$294K	0.01%	900
2024 Q4	$206K	Sell	4,700 -872	-16%	-$40.7K	0.01%	938
2024 Q3	$272K	Buy	5,572 +5,233	+1,544%	+$234K	0.01%	809
2024 Q2	$14.6K	Hold	339	–	–	﹤0.01%	2141
2024 Q1	$14.5K	Sell	339 -288	-46%	-$12.1K	﹤0.01%	1951
2023 Q4	$25.7K	Buy	627 +227	+57%	+$9.2K	﹤0.01%	1638
2023 Q3	$15.5K	Buy	400 +61	+18%	+$2.53K	﹤0.01%	1763
2023 Q2	$14.3K	Hold	339	–	–	﹤0.01%	1823
2023 Q1	$14.7K	Hold	339	–	–	﹤0.01%	1769
2022 Q4	$14.5K	Buy	+339	New	+$13.9K	﹤0.01%	1621
2020 Q2	–	Sell	-94	Closed	-$3K	–	1636
2020 Q1	$3K	Sell	94 -62	-40%	-$2.63K	﹤0.01%	1326
2019 Q4	$7K	Buy	156 +5	+3%	+$229	﹤0.01%	1235
2019 Q3	$7K	Hold	151	–	–	﹤0.01%	1202
2019 Q2	$7K	Buy	+151	New	+$6.99K	﹤0.01%	1197
2018 Q4	–	Sell	-560	Closed	-$25K	–	1478
2018 Q3	$25K	Hold	560	–	–	0.01%	742
2018 Q2	$26K	Buy	+560	New	+$26.4K	0.01%	713