Capital Asset Advisory Services’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Capital Asset Advisory Services’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
2020 Q1	–	Sell	-824	Closed	-$48K	–	569
2019 Q4	$48K	Buy	+824	New	+$47.9K	0.01%	433

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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

Capital Asset Advisory Services's IPAC Position: Q1 2020 in Review

Capital Asset Advisory Services sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2020, closing a stake of 824 shares — an estimated $48K sold.

Capital Asset Advisory Services first reported a position in IPAC in Q4 2019 and held it in 1 quarter. The position peaked at $48K in Q4 2019. 101 funds tracked by Wall St. Rank hold IPAC as of Q1 2020.

Capital Asset Advisory Services reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2020 after selling out during the quarter.
Capital Asset Advisory Services sold 824 iShares Core MSCI Pacific ETF shares in Q1 2020, an estimated $48K.
Capital Asset Advisory Services first reported a position in iShares Core MSCI Pacific ETF in Q4 2019 and held it in 1 quarter.
Capital Asset Advisory Services's iShares Core MSCI Pacific ETF position peaked at $48K in Q4 2019.
101 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2020.

Based on Capital Asset Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.