Wealth Enhancement Advisory Services
EPP icon

Wealth Enhancement Advisory Services’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EPP Stock Details EPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$691K Sell
12,904
-5,807
-31% -$312K ﹤0.01% 2074
2025
Q4 		$965K Buy
18,711
+12,723
+212% +$650K ﹤0.01% 1989
2025
Q3 		$312K Buy
5,988
+43
+0.7% +$2.18K ﹤0.01% 2755
2025
Q2 		$295K Hold
5,945
– – ﹤0.01% 2657
2025
Q1 		$262K Sell
5,945
-2,481
-29% -$111K ﹤0.01% 2547
2024
Q4 		$369K Buy
8,426
+2,526
+43% +$118K ﹤0.01% 2208
2024
Q3 		$288K Buy
5,900
+51
+0.9% +$2.28K ﹤0.01% 2207
2024
Q2 		$252K Sell
5,849
-176
-3% -$7.58K ﹤0.01% 2114
2024
Q1 		$258K Buy
6,025
+1,105
+22% +$46.6K ﹤0.01% 2015
2023
Q4 		$214K Sell
4,920
-1,708
-26% -$69.2K ﹤0.01% 2052
2023
Q3 		$264K Buy
+6,628
New +$274K ﹤0.01% 1820

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