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Advisornet Financial’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-862
Closed -$57.4K – 2105
2024
Q3 		$57.4K Hold
862
– – ﹤0.01% 867
2024
Q2 		$52.8K Hold
862
– – ﹤0.01% 805
2024
Q1 		$54.6K Sell
862
-172
-17% -$10.5K 0.01% 787
2023
Q4 		$61.5K Hold
1,034
– – 0.01% 756
2023
Q3 		$57.5K Hold
1,034
– – 0.01% 750
2023
Q2 		$59.4K Hold
1,034
– – 0.01% 768
2023
Q1 		$58.5K Sell
1,034
-161
-13% -$8.99K 0.01% 757
2022
Q4 		$64.1K Hold
1,195
– – 0.01% 729
2022
Q3 		$57K Sell
1,195
-1,074
-47% -$56.5K 0.01% 809
2022
Q2 		$118K Sell
2,269
-106
-4% -$5.94K 0.01% 626
2022
Q1 		$145K Buy
2,375
+78
+3% +$4.77K 0.01% 639
2021
Q4 		$147K Sell
2,297
-754
-25% -$49.6K 0.01% 678
2021
Q3 		$204K Buy
3,051
+377
+14% +$25.3K 0.01% 574
2021
Q2 		$177K Sell
2,674
-141
-5% -$9.49K 0.01% 618
2021
Q1 		$187K Sell
2,815
-65
-2% -$4.34K 0.01% 579
2020
Q4 		$186K Sell
2,880
-92
-3% -$5.55K 0.02% 522
2020
Q3 		$167K Sell
2,972
-7,878
-73% -$434K 0.01% 528
2020
Q2 		$572K Sell
10,850
-8,562
-44% -$432K 0.05% 315
2020
Q1 		$900K Buy
19,412
+8,110
+72% +$436K 0.08% 209
2019
Q4 		$660K Buy
11,302
+2,822
+33% +$164K 0.06% 294
2019
Q3 		$477K Buy
8,480
+2,217
+35% +$123K 0.04% 337
2019
Q2 		$349K Buy
6,263
+81
+1% +$4.49K 0.04% 364
2019
Q1 		$344K Buy
6,182
+5,733
+1,277% +$311K 0.04% 346
2018
Q4 		$23K Buy
+449
New +$24.3K ﹤0.01% 896

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Advisornet Financial's IPAC Position: Q4 2024 in Review

Advisornet Financial sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2024, closing a stake of 862 shares — an estimated $57.4K sold.

Advisornet Financial first reported a position in IPAC in Q4 2018 and held it in 24 quarters. The position peaked at $900K in Q1 2020. 139 funds tracked by Wall St. Rank hold IPAC as of Q4 2024.

  • Advisornet Financial reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 862 iShares Core MSCI Pacific ETF shares in Q4 2024, an estimated $57.4K.
  • Advisornet Financial first reported a position in iShares Core MSCI Pacific ETF in Q4 2018 and held it in 24 quarters.
  • Advisornet Financial's iShares Core MSCI Pacific ETF position peaked at $900K in Q1 2020.
  • 139 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.