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

Clearview 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
2021
Q3 		– Sell
-135
Closed -$9K – 677
2021
Q2 		$9K Buy
135
+2
+2% +$135 0.01% 450
2021
Q1 		$9K Hold
133
– – 0.01% 420
2020
Q4 		$9K Buy
+133
New +$8.02K 0.01% 388

Other funds holding IPAC

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $120B AUM 27.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Clearview Wealth Advisors's IPAC Position: Q3 2021 in Review

Clearview Wealth Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q3 2021, closing a stake of 135 shares — an estimated $9K sold.

Clearview Wealth Advisors first reported a position in IPAC in Q4 2020 and held it in 3 quarters. The position peaked at $9K in Q2 2021. 106 funds tracked by Wall St. Rank hold IPAC as of Q3 2021.

  • Clearview Wealth Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q3 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 135 iShares Core MSCI Pacific ETF shares in Q3 2021, an estimated $9K.
  • Clearview Wealth Advisors first reported a position in iShares Core MSCI Pacific ETF in Q4 2020 and held it in 3 quarters.
  • Clearview Wealth Advisors's iShares Core MSCI Pacific ETF position peaked at $9K in Q2 2021.
  • 106 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2021.

Based on Clearview Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.