JFS Wealth Advisors’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

JFS Wealth Advisors’s Portfolio EPP Stock Details EPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.3K	Hold	250	–	–	﹤0.01%	888
2026 Q1	$13.3K	Hold	250	–	–	﹤0.01%	847
2025 Q4	$12.6K	Hold	250	–	–	﹤0.01%	901
2025 Q3	$12.9K	Hold	250	–	–	﹤0.01%	823
2025 Q2	$12.3K	Hold	250	–	–	﹤0.01%	800
2025 Q1	$11K	Hold	250	–	–	﹤0.01%	849
2024 Q4	$11K	Hold	250	–	–	﹤0.01%	823
2024 Q3	$12.2K	Hold	250	–	–	﹤0.01%	788
2024 Q2	$10.8K	Hold	250	–	–	﹤0.01%	777
2024 Q1	$10.7K	Sell	250 -2	-0.8%	-$84	﹤0.01%	793
2023 Q4	$10.9K	Buy	252 +2	+0.8%	+$81	﹤0.01%	746
2023 Q3	$9.95K	Hold	250	–	–	﹤0.01%	732
2023 Q2	$10.6K	Sell	250 -31	-11%	-$1.34K	﹤0.01%	715
2023 Q1	$12.3K	Buy	281 +31	+12%	+$1.38K	﹤0.01%	648
2022 Q4	$10.7K	Hold	250	–	–	﹤0.01%	680
2022 Q3	$9K	Hold	250	–	–	﹤0.01%	761
2022 Q2	$10K	Hold	250	–	–	﹤0.01%	759
2022 Q1	$12K	Buy	+250	New	+$11.8K	﹤0.01%	737
2021 Q2	–	Sell	-380	Closed	-$19K	–	608
2021 Q1	$19K	Hold	380	–	–	﹤0.01%	345
2020 Q4	$18K	Sell	380 -80	-17%	-$3.57K	﹤0.01%	343
2020 Q3	$19K	Buy	460 +80	+21%	+$3.31K	﹤0.01%	316
2020 Q2	$15K	Hold	380	–	–	﹤0.01%	335
2020 Q1	$13K	Hold	380	–	–	﹤0.01%	314
2019 Q4	$18K	Hold	380	–	–	﹤0.01%	317
2019 Q3	$17K	Hold	380	–	–	﹤0.01%	316
2019 Q2	$18K	Hold	380	–	–	﹤0.01%	318
2019 Q1	$17K	Hold	380	–	–	﹤0.01%	313
2018 Q4	$15K	Hold	380	–	–	﹤0.01%	311
2018 Q3	$17K	Hold	380	–	–	﹤0.01%	340
2018 Q2	$17K	Hold	380	–	–	﹤0.01%	326
2018 Q1	$18K	Hold	380	–	–	﹤0.01%	324
2017 Q4	$18K	Hold	380	–	–	﹤0.01%	339
2017 Q3	$18K	Hold	380	–	–	﹤0.01%	330
2017 Q2	$17K	Hold	380	–	–	﹤0.01%	314
2017 Q1	$15K	Hold	380	–	–	﹤0.01%	328
2016 Q4	$15K	Hold	380	–	–	﹤0.01%	328
2016 Q3	$16K	Hold	380	–	–	﹤0.01%	349
2016 Q2	$15K	Hold	380	–	–	﹤0.01%	356
2016 Q1	$15K	Hold	380	–	–	﹤0.01%	353
2015 Q4	$15K	Hold	380	–	–	﹤0.01%	354
2015 Q3	$14K	Hold	380	–	–	0.01%	306
2015 Q2	$16K	Hold	380	–	–	0.01%	311
2015 Q1	$17K	Hold	380	–	–	0.01%	301
2014 Q4	$17K	Hold	380	–	–	﹤0.01%	306
2014 Q3	$18K	Hold	380	–	–	﹤0.01%	271
2014 Q2	$19K	Buy	+380	New	+$18.8K	﹤0.01%	261