Willow Creek Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,844
| Closed | -$224K | – | 71 |
|
|
2019
Q4 | $224K | Hold |
4,844
| – | – | 0.1% | 74 |
|
|
2019
Q3 | $217K | Hold |
4,844
| – | – | 0.1% | 78 |
|
|
2019
Q2 | $229K | Hold |
4,844
| – | – | 0.11% | 73 |
|
|
2019
Q1 | $222K | Buy |
+4,844
| New | +$222K | 0.11% | 69 |
|
|
2018
Q4 | – | Sell |
-4,844
| Closed | -$220K | – | 71 |
|
|
2018
Q3 | $220K | Hold |
4,844
| – | – | 0.12% | 65 |
|
|
2018
Q2 | $223K | Buy |
+4,844
| New | +$223K | 0.13% | 61 |
|