CWA
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Canvas Wealth Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Canvas Wealth 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
2023
Q1 		– Sell
-11,403
Closed -$643K – 148
2022
Q4 		$643K Sell
11,403
-327
-3% -$16.9K 0.27% 62
2022
Q3 		$576K Sell
11,730
-1,517
-11% -$79.8K 0.25% 64
2022
Q2 		$689K Sell
13,247
-5,146
-28% -$288K 0.28% 62
2022
Q1 		$1.05M Sell
18,393
-1,303
-7% -$79.7K 0.38% 64
2021
Q4 		$1.26M Buy
19,696
+1,639
+9% +$108K 0.45% 56
2021
Q3 		$1.21M Buy
18,057
+46
+0.3% +$3.09K 0.49% 50
2021
Q2 		$1.2M Buy
18,011
+1,131
+7% +$76.1K 0.54% 46
2021
Q1 		$1.14M Buy
+16,880
New +$1.13M 0.66% 40

Other funds holding IPAC

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return