Sequoia Financial Advisors’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 | $264K | Sell |
5,355
-510
| -9% | -$25.2K | ﹤0.01% | 1319 |
|
|
2025
Q1 | $259K | Hold |
5,865
| – | – | ﹤0.01% | 1124 |
|
|
2024
Q4 | $257K | Sell |
5,865
-1,488
| -20% | -$65.2K | ﹤0.01% | 1079 |
|
|
2024
Q3 | $359K | Hold |
7,353
| – | – | ﹤0.01% | 890 |
|
|
2024
Q2 | $316K | Buy |
7,353
+1,950
| +36% | +$83.9K | ﹤0.01% | 865 |
|
|
2024
Q1 | $231K | Buy |
+5,403
| New | +$231K | ﹤0.01% | 980 |
|