Copperleaf Capital’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Copperleaf Capital’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 Q4	–	Sell	-3,712	Closed	-$209K	–	55
2020 Q3	$209K	Buy	+3,712	New	+$205K	0.2%	53

Other funds holding IPAC

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Copperleaf Capital's IPAC Position: Q4 2020 in Review

Copperleaf Capital sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2020, closing a stake of 3,712 shares — an estimated $209K sold.

Copperleaf Capital first reported a position in IPAC in Q3 2020 and held it in 1 quarter. The position peaked at $209K in Q3 2020. 106 funds tracked by Wall St. Rank hold IPAC as of Q4 2020.

Copperleaf Capital reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2020 after selling out during the quarter.
Copperleaf Capital sold 3,712 iShares Core MSCI Pacific ETF shares in Q4 2020, an estimated $209K.
Copperleaf Capital first reported a position in iShares Core MSCI Pacific ETF in Q3 2020 and held it in 1 quarter.
Copperleaf Capital's iShares Core MSCI Pacific ETF position peaked at $209K in Q3 2020.
106 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2020.

Based on Copperleaf Capital's 13F filing for Q4 2020, filed 4 Feb 2021.