United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.93M | Sell |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $16.6M | Sell |
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|
2019
Q3 | $17.2M | Sell |
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|
2019
Q2 | $24.7M | Sell |
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|
2019
Q1 | $26.6M | Buy |
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|
2018
Q4 | $705K | Sell |
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|
2018
Q3 | $9.53M | Buy |
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|
2018
Q2 | $5.66M | Sell |
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|
2018
Q1 | $6.3M | Buy |
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|
2017
Q4 | $6.36M | Buy |
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|
2017
Q3 | $5.38M | Buy |
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|
2017
Q2 | $4.77M | Buy |
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|
2017
Q1 | $4.32M | Buy |
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|
2016
Q4 | $1.67M | Sell |
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|
2016
Q3 | $1.92M | Sell |
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|
2016
Q2 | $2.72M | Buy |
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|
2016
Q1 | $1.27M | Buy |
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|
2015
Q4 | $922K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $3.11M | Buy |
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|
2015
Q1 | $319K | Sell |
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|
2014
Q4 | $609K | Sell |
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|
2014
Q3 | $4.64M | Buy |
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|
2014
Q2 | $4.08M | Buy |
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|
2014
Q1 | $3.98M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $8.16M | Buy |
|