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AG
Advisor Group’s
iShares Core MSCI Pacific ETF
IPAC
Stock Holding History
Advisor Group’s Portfolio
IPAC Stock Details
IPAC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q4
$4.33M
Sell
74,146
-3,910
-5%
-$227K
0.03%
460
2019
Q3
$4.39M
Buy
78,056
+9,845
+14%
+$544K
0.03%
458
2019
Q2
$3.8M
Buy
68,211
+3,383
+5%
+$187K
0.03%
499
2019
Q1
$3.61M
Buy
64,828
+4,830
+8%
+$262K
0.03%
477
2018
Q4
$3.04M
Buy
59,998
+1,480
+3%
+$80.1K
0.03%
467
2018
Q3
$3.44M
Sell
58,518
-45,501
-44%
-$2.63M
0.03%
444
2018
Q2
$6M
Buy
104,019
+49,848
+92%
+$2.98M
0.08%
221
2018
Q1
$3.24M
Sell
54,171
-203
-0.4%
-$12.4K
0.04%
372
2017
Q4
$3.24M
Buy
54,374
+6,003
+12%
+$353K
0.04%
386
2017
Q3
$2.73M
Buy
48,371
+6,155
+15%
+$342K
0.04%
394
2017
Q2
$2.29M
Buy
42,216
+6,450
+18%
+$346K
0.04%
439
2017
Q1
$1.88M
Buy
35,766
+12,510
+54%
+$646K
0.04%
485
2016
Q4
$1.14M
Buy
23,256
+7,766
+50%
+$389K
0.03%
610
2016
Q3
$788K
Buy
15,490
+4,607
+42%
+$227K
0.02%
732
2016
Q2
$509K
Buy
+10,883
New
+$512K
0.01%
914
Other funds holding IPAC
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
IA
IndexIQ Advisors
New York
$2.82B AUM
12.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BOPW
Brandywine Oak Private Wealth
Kennett Square, Pennsylvania
$1.19B AUM
17.95%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Lazard Asset Management
New York
$60.7B AUM
22.47%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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