SOA Wealth 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 | $24.3K | Buy |
493
+9
| +2% | +$444 | ﹤0.01% | 470 |
|
|
2025
Q1 | $21.4K | Hold |
484
| – | – | ﹤0.01% | 461 |
|
|
2024
Q4 | $21.2K | Buy |
484
+10
| +2% | +$438 | ﹤0.01% | 449 |
|
|
2024
Q3 | $23.1K | Hold |
474
| – | – | ﹤0.01% | 432 |
|
|
2024
Q2 | $20.4K | Buy |
474
+8
| +2% | +$344 | ﹤0.01% | 439 |
|
|
2024
Q1 | $20K | Hold |
466
| – | – | ﹤0.01% | 444 |
|
|
2023
Q4 | $20.2K | Buy |
466
+10
| +2% | +$434 | ﹤0.01% | 429 |
|
|
2023
Q3 | $18.1K | Hold |
456
| – | – | ﹤0.01% | 436 |
|
|
2023
Q2 | $19.3K | Buy |
456
+9
| +2% | +$380 | ﹤0.01% | 433 |
|
|
2023
Q1 | $19.6K | Hold |
447
| – | – | ﹤0.01% | 428 |
|
|
2022
Q4 | $19.1K | Buy |
447
+7
| +2% | +$300 | 0.01% | 413 |
|
|
2022
Q3 | $16K | Hold |
440
| – | – | ﹤0.01% | 424 |
|
|
2022
Q2 | $18K | Buy |
440
+13
| +3% | +$532 | 0.01% | 400 |
|
|
2022
Q1 | $21K | Buy |
427
+2
| +0.5% | +$98 | 0.01% | 458 |
|
|
2021
Q4 | $20K | Buy |
425
+12
| +3% | +$565 | ﹤0.01% | 445 |
|
|
2021
Q3 | $20K | Hold |
413
| – | – | 0.01% | 453 |
|
|
2021
Q2 | $21K | Buy |
413
+4
| +1% | +$203 | 0.01% | 454 |
|
|
2021
Q1 | $20K | Hold |
409
| – | – | 0.01% | 403 |
|
|
2020
Q4 | $20K | Buy |
+409
| New | +$20K | 0.01% | 402 |
|