C1AG
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Client 1st Advisory Group’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Client 1st Advisory Group’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
Q2 		– Sell
-10,510
Closed -$487K – 64
2020
Q1 		$487K Sell
10,510
-2,942
-22% -$158K 0.51% 31
2019
Q4 		$786K Buy
+13,452
New +$781K 0.77% 28

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Envestnet Asset Management
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Morgan Stanley
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EPM
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Bank of America
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FTUS
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Jane Street
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Stifel Financial
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Citadel Advisors
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