WCFA
Walkner Condon Financial Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
4,772
+43
| +0.9% | +$2.95K | 0.06% | 206 |
|
|
2025
Q1 | $294K | Sell |
4,729
-635
| -12% | -$39.5K | 0.06% | 203 |
|
|
2024
Q4 | $328K | Hold |
5,364
| – | – | 0.07% | 203 |
|
|
2024
Q3 | $357K | Sell |
5,364
-500
| -9% | -$33.3K | 0.07% | 194 |
|
|
2024
Q2 | $359K | Sell |
5,864
-946
| -14% | -$57.9K | 0.08% | 177 |
|
|
2024
Q1 | $431K | Sell |
6,810
-360
| -5% | -$22.8K | 0.09% | 170 |
|
|
2023
Q4 | $427K | Sell |
7,170
-1,308
| -15% | -$77.8K | 0.1% | 168 |
|
|
2023
Q3 | $471K | Buy |
8,478
+2
| +0% | +$111 | 0.13% | 141 |
|
|
2023
Q2 | $487K | Sell |
8,476
-1,373
| -14% | -$78.9K | 0.13% | 137 |
|
|
2023
Q1 | $557K | Buy |
9,849
+608
| +7% | +$34.4K | 0.16% | 117 |
|
|
2022
Q4 | $496K | Buy |
9,241
+578
| +7% | +$31K | 0.15% | 125 |
|
|
2022
Q3 | $415K | Sell |
8,663
-26
| -0.3% | -$1.25K | 0.13% | 134 |
|
|
2022
Q2 | $452K | Hold |
8,689
| – | – | 0.14% | 127 |
|
|
2022
Q1 | $529K | Sell |
8,689
-882
| -9% | -$53.7K | 0.15% | 127 |
|
|
2021
Q4 | $611K | Sell |
9,571
-1,100
| -10% | -$70.2K | 0.4% | 60 |
|
|
2021
Q3 | $715K | Buy |
10,671
+934
| +10% | +$62.6K | 0.35% | 60 |
|
|
2021
Q2 | $647K | Buy |
9,737
+4,799
| +97% | +$319K | 0.24% | 78 |
|
|
2021
Q1 | $329K | Buy |
4,938
+446
| +10% | +$29.7K | 0.13% | 127 |
|
|
2020
Q4 | $289K | Buy |
+4,492
| New | +$289K | 0.12% | 109 |
|