Brighton Jones LLC’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Brighton Jones LLC’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
2021 Q4	–	Sell	-5,041	Closed	-$338K	–	543
2021 Q3	$338K	Sell	5,041 -10,574	-68%	-$711K	0.02%	338
2021 Q2	$1.04M	Sell	15,615 -246	-2%	-$16.6K	0.05%	153
2021 Q1	$1.06M	Buy	15,861 +3,858	+32%	+$257K	0.06%	142
2020 Q4	$773K	Buy	12,003 +1,929	+19%	+$116K	0.05%	163
2020 Q3	$567K	Buy	+10,074	New	+$555K	0.04%	176

Other funds holding IPAC

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Brighton Jones LLC's IPAC Position: Q4 2021 in Review

Brighton Jones LLC sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2021, closing a stake of 5,041 shares — an estimated $338K sold.

Brighton Jones LLC first reported a position in IPAC in Q3 2020 and held it in 5 quarters. The position peaked at $1.06M in Q1 2021. 113 funds tracked by Wall St. Rank hold IPAC as of Q4 2021.

Brighton Jones LLC reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2021 after selling out during the quarter.
Brighton Jones LLC sold 5,041 iShares Core MSCI Pacific ETF shares in Q4 2021, an estimated $338K.
Brighton Jones LLC first reported a position in iShares Core MSCI Pacific ETF in Q3 2020 and held it in 5 quarters.
Brighton Jones LLC's iShares Core MSCI Pacific ETF position peaked at $1.06M in Q1 2021.
113 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2021.

Based on Brighton Jones LLC's 13F filing for Q4 2021, filed 3 Feb 2022.