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

BBJS Financial Advisors’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 Q3	$174K	Sell	2,620 -133	-5%	-$8.39K	0.06%	52
2024 Q2	$169K	Sell	2,753 -37	-1%	-$2.28K	0.06%	51
2024 Q1	$177K	Hold	2,790	–	–	0.06%	50
2023 Q4	$166K	Buy	2,790 +41	+1%	+$2.31K	0.06%	54
2023 Q3	$153K	Hold	2,749	–	–	0.06%	57
2023 Q2	$158K	Buy	2,749 +28	+1%	+$1.6K	0.06%	54
2023 Q1	$154K	Hold	2,721	–	–	0.06%	55
2022 Q4	$146K	Buy	+2,721	New	+$141K	0.07%	60

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 $8.81B AUM 10.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BBJS Financial Advisors's IPAC Position: Q3 2024 in Review

BBJS Financial Advisors reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 4.8% in Q3 2024, selling an estimated $8.39K and leaving 2,620 shares worth $174K. The position accounts for 0.06% of the portfolio, ranked #52.

BBJS Financial Advisors first reported a position in IPAC in Q4 2022 and has held it in 8 quarters since. The position peaked at $177K in Q1 2024. 133 funds tracked by Wall St. Rank hold IPAC as of Q3 2024.

BBJS Financial Advisors held 2,620 shares of iShares Core MSCI Pacific ETF worth $174K as of Q3 2024.
BBJS Financial Advisors sold 133 iShares Core MSCI Pacific ETF shares in Q3 2024, an estimated $8.39K.
iShares Core MSCI Pacific ETF made up 0.06% of BBJS Financial Advisors's portfolio in Q3 2024, its #52 holding.
BBJS Financial Advisors first reported a position in iShares Core MSCI Pacific ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's iShares Core MSCI Pacific ETF position peaked at $177K in Q1 2024.
133 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.