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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
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Advisor Group's IPAC Position: Q4 2019 in Review

Advisor Group reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 5% in Q4 2019, selling an estimated $227K and leaving 74,146 shares worth $4.33M. The position accounts for 0.03% of the portfolio, ranked #460.

Advisor Group first reported a position in IPAC in Q2 2016 and has held it in 15 quarters since. The position peaked at $6M in Q2 2018. 117 funds tracked by Wall St. Rank hold IPAC as of Q4 2019.

  • Advisor Group held 74,146 shares of iShares Core MSCI Pacific ETF worth $4.33M as of Q4 2019.
  • Advisor Group sold 3,910 iShares Core MSCI Pacific ETF shares in Q4 2019, an estimated $227K.
  • iShares Core MSCI Pacific ETF made up 0.03% of Advisor Group's portfolio in Q4 2019, its #460 holding.
  • Advisor Group first reported a position in iShares Core MSCI Pacific ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Core MSCI Pacific ETF position peaked at $6M in Q2 2018.
  • 117 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.