Robertson Stephens Wealth Management’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
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.31M | Hold |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $2.43M | Buy |
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|
2023
Q4 | $2.45M | Buy |
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|
2023
Q3 | $2.11M | Buy |
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|
2023
Q2 | $2.22M | Buy |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.62M | Sell |
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|
2021
Q4 | $1.66M | Sell |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.83M | Sell |
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|
2021
Q1 | $1.94M | Buy |
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|
2020
Q4 | $1.84M | Buy |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $2.3M | Sell |
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|
2020
Q1 | $2.3M | Buy |
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|
2019
Q4 | $1.47M | Buy |
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|
2019
Q3 | $1.27M | Buy |
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|
2019
Q2 | $634K | Buy |
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|
2019
Q1 | $549K | Hold |
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|
2018
Q4 | $487K | Buy |
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