VERITY 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 | $283K | Hold |
5,740
| – | – | 0.19% | 70 |
|
2025
Q1 | $253K | Hold |
5,740
| – | – | 0.19% | 70 |
|
2024
Q4 | $251K | Hold |
5,740
| – | – | 0.18% | 66 |
|
2024
Q3 | $280K | Hold |
5,740
| – | – | 0.2% | 64 |
|
2024
Q2 | $247K | Hold |
5,740
| – | – | 0.18% | 67 |
|
2024
Q1 | $246K | Hold |
5,740
| – | – | 0.19% | 69 |
|
2023
Q4 | $249K | Hold |
5,740
| – | – | 0.21% | 63 |
|
2023
Q3 | $228K | Hold |
5,740
| – | – | 0.21% | 64 |
|
2023
Q2 | $242K | Hold |
5,740
| – | – | 0.22% | 63 |
|
2023
Q1 | $251K | Hold |
5,740
| – | – | 0.23% | 63 |
|
2022
Q4 | $246K | Hold |
5,740
| – | – | 0.24% | 63 |
|
2022
Q3 | $215K | Hold |
5,740
| – | – | 0.22% | 65 |
|
2022
Q2 | $239K | Hold |
5,740
| – | – | 0.23% | 61 |
|
2022
Q1 | $283K | Hold |
5,740
| – | – | 0.25% | 54 |
|
2021
Q4 | $274K | Hold |
5,740
| – | – | 0.23% | 57 |
|
2021
Q3 | $280K | Hold |
5,740
| – | – | 0.25% | 52 |
|
2021
Q2 | $297K | Hold |
5,740
| – | – | 0.27% | 48 |
|
2021
Q1 | $288K | Hold |
5,740
| – | – | 0.26% | 45 |
|
2020
Q4 | $275K | Hold |
5,740
| – | – | 0.25% | 51 |
|
2020
Q3 | $233K | Hold |
5,740
| – | – | 0.24% | 47 |
|
2020
Q2 | $228K | Buy |
+5,740
| New | +$228K | 0.24% | 45 |
|
2020
Q1 | – | Sell |
-5,740
| Closed | -$266K | – | 46 |
|
2019
Q4 | $266K | Hold |
5,740
| – | – | 0.26% | 45 |
|
2019
Q3 | $257K | Hold |
5,740
| – | – | 0.25% | 47 |
|
2019
Q2 | $271K | Hold |
5,740
| – | – | 0.27% | 45 |
|
2019
Q1 | $263K | Hold |
5,740
| – | – | 0.27% | 47 |
|
2018
Q4 | $234K | Buy |
+5,740
| New | +$234K | 0.27% | 47 |
|