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

Barber Financial 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
2023
Q1 		$285K Sell
5,044
-78
-2% -$4.36K 0.05% 107
2022
Q4 		$275K Sell
5,122
-255
-5% -$13.2K 0.08% 109
2022
Q3 		$258K Sell
5,377
-22,136
-80% -$1.16M 0.08% 109
2022
Q2 		$1.43M Sell
27,513
-2,565
-9% -$144K 0.23% 31
2022
Q1 		$1.83M Sell
30,078
-132,594
-82% -$8.11M 0.24% 36
2021
Q4 		$10.4M Buy
162,672
+10,182
+7% +$670K 1.25% 17
2021
Q3 		$10.2M Buy
152,490
+13,104
+9% +$881K 1.32% 21
2021
Q2 		$9.25M Buy
139,386
+11,150
+9% +$751K 1.26% 18
2021
Q1 		$8.54M Sell
128,236
-7,258
-5% -$484K 1.25% 19
2020
Q4 		$8.73M Sell
135,494
-17,023
-11% -$1.03M 1.59% 17
2020
Q3 		$8.59M Sell
152,517
-4,594
-3% -$253K 1.88% 15
2020
Q2 		$8.28M Buy
157,111
+8,342
+6% +$421K 1.98% 14
2020
Q1 		$6.9M Buy
148,769
+16,335
+12% +$879K 2.18% 12
2019
Q4 		$7.74M Buy
132,434
+4,291
+3% +$249K 1.57% 18
2019
Q3 		$7.2M Sell
128,143
-5,853
-4% -$324K 1.53% 18
2019
Q2 		$7.46M Buy
133,996
+8,536
+7% +$473K 1.74% 16
2019
Q1 		$6.98M Buy
125,460
+10,559
+9% +$572K 1.37% 20
2018
Q4 		$5.82M Buy
114,901
+810
+0.7% +$43.8K 1.25% 21
2018
Q3 		$6.71M Buy
114,091
+7,592
+7% +$438K 1.61% 16
2018
Q2 		$6.14M Buy
106,499
+238
+0.2% +$14.2K 1.78% 18
2018
Q1 		$6.36M Buy
+106,261
New +$6.47M 1.69% 16

Other funds holding IPAC

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Barber Financial Group's IPAC Position: Q1 2023 in Review

Barber Financial Group reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 1.5% in Q1 2023, selling an estimated $4.36K and leaving 5,044 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #107.

Barber Financial Group first reported a position in IPAC in Q1 2018 and has held it in 21 quarters since. The position peaked at $10.4M in Q4 2021. 122 funds tracked by Wall St. Rank hold IPAC as of Q1 2023.

  • Barber Financial Group held 5,044 shares of iShares Core MSCI Pacific ETF worth $285K as of Q1 2023.
  • Barber Financial Group sold 78 iShares Core MSCI Pacific ETF shares in Q1 2023, an estimated $4.36K.
  • iShares Core MSCI Pacific ETF made up 0.05% of Barber Financial Group's portfolio in Q1 2023, its #107 holding.
  • Barber Financial Group first reported a position in iShares Core MSCI Pacific ETF in Q1 2018 and has held it in 21 quarters since.
  • Barber Financial Group's iShares Core MSCI Pacific ETF position peaked at $10.4M in Q4 2021.
  • 122 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.