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Colonial Trust’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Colonial Trust’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
2024
Q3 		– Sell
-30
Closed -$1.84K – 1128
2024
Q2 		$1.84K Hold
30
– – ﹤0.01% 944
2024
Q1 		$1.9K Hold
30
– – ﹤0.01% 937
2023
Q4 		$1.78K Hold
30
– – ﹤0.01% 909
2023
Q3 		$1.67K Hold
30
– – ﹤0.01% 917
2023
Q2 		$1.67K Buy
+30
New +$1.72K ﹤0.01% 905

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Colonial Trust's IPAC Position: Q3 2024 in Review

Colonial Trust sold out of iShares Core MSCI Pacific ETF (IPAC) in Q3 2024, closing a stake of 30 shares — an estimated $1.84K sold.

Colonial Trust first reported a position in IPAC in Q2 2023 and held it in 5 quarters. The position peaked at $1.9K in Q1 2024. 133 funds tracked by Wall St. Rank hold IPAC as of Q3 2024.

  • Colonial Trust reported no remaining iShares Core MSCI Pacific ETF position as of Q3 2024 after selling out during the quarter.
  • Colonial Trust sold 30 iShares Core MSCI Pacific ETF shares in Q3 2024, an estimated $1.84K.
  • Colonial Trust first reported a position in iShares Core MSCI Pacific ETF in Q2 2023 and held it in 5 quarters.
  • Colonial Trust's iShares Core MSCI Pacific ETF position peaked at $1.9K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2024.

Based on Colonial Trust's 13F filing for Q3 2024, filed 12 Nov 2024.