CWAF
IPAC icon

Core Wealth Advisors (Florida)’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Core Wealth Advisors (Florida)’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
-456
Closed -$21K – 146
2020
Q1 		$21K Hold
456
– – 0.02% 69
2019
Q4 		$27K Buy
+456
New +$26.5K 0.02% 72

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 22.9% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Core Wealth Advisors (Florida)'s IPAC Position: Q2 2020 in Review

Core Wealth Advisors (Florida) sold out of iShares Core MSCI Pacific ETF (IPAC) in Q2 2020, closing a stake of 456 shares — an estimated $21K sold.

Core Wealth Advisors (Florida) first reported a position in IPAC in Q4 2019 and held it in 2 quarters. The position peaked at $27K in Q4 2019. 88 funds tracked by Wall St. Rank hold IPAC as of Q2 2020.

  • Core Wealth Advisors (Florida) reported no remaining iShares Core MSCI Pacific ETF position as of Q2 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 456 iShares Core MSCI Pacific ETF shares in Q2 2020, an estimated $21K.
  • Core Wealth Advisors (Florida) first reported a position in iShares Core MSCI Pacific ETF in Q4 2019 and held it in 2 quarters.
  • Core Wealth Advisors (Florida)'s iShares Core MSCI Pacific ETF position peaked at $27K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2020, filed 31 Jul 2020.