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Cedar Brook Financial Partners’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Cedar Brook Financial Partners’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
Q3 		– Sell
-5,429
Closed -$312K – 397
2023
Q2 		$312K Sell
5,429
-14
-0.3% -$801 0.07% 276
2023
Q1 		$308K Sell
5,443
-185
-3% -$10.3K 0.08% 266
2022
Q4 		$302K Buy
5,628
+26
+0.5% +$1.34K 0.09% 266
2022
Q3 		$269K Sell
5,602
-30
-0.5% -$1.58K 0.09% 260
2022
Q2 		$293K Buy
5,632
+75
+1% +$4.21K 0.09% 242
2022
Q1 		$338K Sell
5,557
-29
-0.5% -$1.77K 0.09% 250
2021
Q4 		$357K Buy
5,586
+745
+15% +$49K 0.09% 240
2021
Q3 		$324K Buy
4,841
+18
+0.4% +$1.21K 0.1% 231
2021
Q2 		$320K Buy
4,823
+90
+2% +$6.06K 0.09% 251
2021
Q1 		$315K Buy
4,733
+124
+3% +$8.27K 0.11% 213
2020
Q4 		$297K Buy
4,609
+119
+3% +$7.17K 0.11% 213
2020
Q3 		$253K Buy
4,490
+674
+18% +$37.1K 0.1% 230
2020
Q2 		$201K Buy
+3,816
New +$193K 0.09% 262
2020
Q1 		– Sell
-4,831
Closed -$282K – 268
2019
Q4 		$282K Sell
4,831
-99
-2% -$5.75K 0.12% 211
2019
Q3 		$277K Sell
4,930
-1,001
-17% -$55.3K 0.12% 218
2019
Q2 		$330K Buy
5,931
+357
+6% +$19.8K 0.15% 192
2019
Q1 		$310K Sell
5,574
-680
-11% -$36.9K 0.15% 198
2018
Q4 		$317K Buy
+6,254
New +$338K 0.19% 165

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 $9.05B AUM 13.04% 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 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cedar Brook Financial Partners's IPAC Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of iShares Core MSCI Pacific ETF (IPAC) in Q3 2023, closing a stake of 5,429 shares — an estimated $312K sold.

Cedar Brook Financial Partners first reported a position in IPAC in Q4 2018 and held it in 18 quarters. The position peaked at $357K in Q4 2021. 128 funds tracked by Wall St. Rank hold IPAC as of Q3 2023.

  • Cedar Brook Financial Partners reported no remaining iShares Core MSCI Pacific ETF position as of Q3 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 5,429 iShares Core MSCI Pacific ETF shares in Q3 2023, an estimated $312K.
  • Cedar Brook Financial Partners first reported a position in iShares Core MSCI Pacific ETF in Q4 2018 and held it in 18 quarters.
  • Cedar Brook Financial Partners's iShares Core MSCI Pacific ETF position peaked at $357K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.