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Cadinha & Co’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Cadinha & Co’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 		– Sell
-6,205
Closed -$333K – 98
2022
Q4 		$333K Sell
6,205
-1,503
-19% -$77.6K 0.07% 73
2022
Q3 		$370K Buy
7,708
+765
+11% +$40.2K 0.12% 68
2022
Q2 		$361K Buy
6,943
+2,219
+47% +$124K 0.08% 74
2022
Q1 		$288K Buy
4,724
+1,126
+31% +$68.9K 0.04% 87
2021
Q4 		$230K Buy
3,598
+415
+13% +$27.3K 0.03% 109
2021
Q3 		$213K Buy
+3,183
New +$214K 0.03% 121
2018
Q4 		– Sell
-18,271
Closed -$1.07M – 118
2018
Q3 		$1.07M Buy
18,271
+1,648
+10% +$95.2K 0.17% 64
2018
Q2 		$959K Sell
16,623
-166
-1% -$9.93K 0.18% 63
2018
Q1 		$1M Sell
16,789
-4,646
-22% -$283K 0.2% 57
2017
Q4 		$1.28M Buy
21,435
+2,021
+10% +$119K 0.18% 60
2017
Q3 		$1.1M Buy
19,414
+5,348
+38% +$297K 0.19% 61
2017
Q2 		$762K Buy
14,066
+6,663
+90% +$357K 0.13% 66
2017
Q1 		$390K Buy
+7,403
New +$382K 0.08% 86

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

Cadinha & Co's IPAC Position: Q1 2023 in Review

Cadinha & Co sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2023, closing a stake of 6,205 shares — an estimated $333K sold.

Cadinha & Co first reported a position in IPAC in Q1 2017 and held it in 13 quarters. The position peaked at $1.28M in Q4 2017. 122 funds tracked by Wall St. Rank hold IPAC as of Q1 2023.

  • Cadinha & Co reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2023 after selling out during the quarter.
  • Cadinha & Co sold 6,205 iShares Core MSCI Pacific ETF shares in Q1 2023, an estimated $333K.
  • Cadinha & Co first reported a position in iShares Core MSCI Pacific ETF in Q1 2017 and held it in 13 quarters.
  • Cadinha & Co's iShares Core MSCI Pacific ETF position peaked at $1.28M in Q4 2017.
  • 122 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2023.

Based on Cadinha & Co's 13F filing for Q1 2023, filed 28 Apr 2023.