Yoffe Investment Management’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Yoffe Investment Management’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 Q2	$435K	Hold	8,163	–	–	0.5%	72
2026 Q1	$434K	Hold	8,163	–	–	0.56%	69
2025 Q4	$412K	Hold	8,163	–	–	0.53%	71
2025 Q3	$421K	Hold	8,163	–	–	0.55%	68
2025 Q2	$403K	Hold	8,163	–	–	0.55%	68
2025 Q1	$360K	Hold	8,163	–	–	0.53%	74
2024 Q4	$358K	Buy	+8,163	New	+$381K	0.53%	69

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Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return