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Cary Street Partners Investment Advisory’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-137
Closed -$7.62K – 1209
2023
Q3 		$7.62K Buy
+137
New +$7.84K ﹤0.01% 1363

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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cary Street Partners Investment Advisory's IPAC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2023, closing a stake of 137 shares — an estimated $7.62K sold.

Cary Street Partners Investment Advisory first reported a position in IPAC in Q3 2023 and held it in 1 quarter. The position peaked at $7.62K in Q3 2023. 135 funds tracked by Wall St. Rank hold IPAC as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 137 iShares Core MSCI Pacific ETF shares in Q4 2023, an estimated $7.62K.
  • Cary Street Partners Investment Advisory first reported a position in iShares Core MSCI Pacific ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares Core MSCI Pacific ETF position peaked at $7.62K in Q3 2023.
  • 135 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.