Steward Partners Investment Advisory’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 | $118K | Sell |
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|
2025
Q1 | $812K | Buy |
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|
2024
Q4 | $641K | Buy |
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|
2024
Q3 | $206K | Buy |
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|
2024
Q2 | $167K | Buy |
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|
2024
Q1 | $106K | Sell |
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|
2023
Q4 | $107K | Buy |
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|
2023
Q3 | $98.1K | Hold |
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|
2023
Q2 | $104K | Hold |
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|
2023
Q1 | $108K | Hold |
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|
2022
Q4 | $105K | Hold |
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|
2022
Q3 | $92K | Hold |
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|
2022
Q2 | $103K | Hold |
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|
2022
Q1 | $121K | Hold |
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|
2021
Q4 | $118K | Hold |
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|
2021
Q3 | $120K | Sell |
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|
2021
Q2 | $133K | Hold |
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|
2021
Q1 | $129K | Sell |
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|
2020
Q4 | $197K | Sell |
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|
2020
Q3 | $193K | Sell |
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|
2020
Q2 | $196K | Sell |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $295K | Buy |
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|
2019
Q3 | $285K | Sell |
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|
2019
Q2 | $353K | Buy |
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|
2019
Q1 | $276K | Buy |
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|
2018
Q4 | $242K | Sell |
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|
2018
Q3 | $274K | Buy |
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|
2018
Q2 | $7K | Sell |
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|
2018
Q1 | $30K | Buy |
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|
2017
Q4 | $4K | Hold |
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|
2017
Q3 | $4K | Hold |
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|
2017
Q2 | $4K | Hold |
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|
2017
Q1 | $4K | Buy |
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