SOA Wealth Advisors’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
2026
Q1
$26.7K Hold
503
0.01% 456
2025
Q4
$25.4K Buy
503
+10
+2% +$511 ﹤0.01% 467
2025
Q3
$25.4K Hold
493
﹤0.01% 478
2025
Q2
$24.3K Buy
493
+9
+2% +$419 ﹤0.01% 470
2025
Q1
$21.4K Hold
484
﹤0.01% 461
2024
Q4
$21.2K Buy
484
+10
+2% +$467 ﹤0.01% 449
2024
Q3
$23.1K Hold
474
﹤0.01% 432
2024
Q2
$20.4K Buy
474
+8
+2% +$345 ﹤0.01% 439
2024
Q1
$19.9K Hold
466
﹤0.01% 444
2023
Q4
$20.2K Buy
466
+10
+2% +$405 ﹤0.01% 429
2023
Q3
$18.1K Hold
456
﹤0.01% 436
2023
Q2
$19.3K Buy
456
+9
+2% +$390 ﹤0.01% 433
2023
Q1
$19.6K Hold
447
﹤0.01% 428
2022
Q4
$19.1K Buy
447
+7
+2% +$286 0.01% 413
2022
Q3
$16K Hold
440
﹤0.01% 424
2022
Q2
$18K Buy
440
+13
+3% +$591 0.01% 400
2022
Q1
$21K Buy
427
+2
+0.5% +$94 0.01% 458
2021
Q4
$20K Buy
425
+12
+3% +$594 ﹤0.01% 445
2021
Q3
$20K Hold
413
0.01% 453
2021
Q2
$21K Buy
413
+4
+1% +$210 0.01% 454
2021
Q1
$20K Hold
409
0.01% 403
2020
Q4
$20K Buy
+409
New +$18.2K 0.01% 402

Other funds holding EPP