Creative Financial Designs’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Creative Financial Designs’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
2022 Q4	–	Sell	-162	Closed	-$8K	–	1326
2022 Q3	$8K	Hold	162	–	–	﹤0.01%	936
2022 Q2	$8K	Hold	162	–	–	﹤0.01%	908
2022 Q1	$10K	Hold	162	–	–	﹤0.01%	902
2021 Q4	$10K	Hold	162	–	–	﹤0.01%	906
2021 Q3	$11K	Hold	162	–	–	﹤0.01%	993
2021 Q2	$11K	Hold	162	–	–	﹤0.01%	997
2021 Q1	$11K	Hold	162	–	–	﹤0.01%	915
2020 Q4	$10K	Hold	162	–	–	﹤0.01%	869
2020 Q3	$9K	Hold	162	–	–	﹤0.01%	822
2020 Q2	$9K	Buy	+162	New	+$8.18K	﹤0.01%	770
2020 Q1	–	Sell	-322	Closed	-$19K	–	536
2019 Q4	$19K	Hold	322	–	–	0.01%	333
2019 Q3	$18K	Hold	322	–	–	0.01%	345
2019 Q2	$18K	Hold	322	–	–	0.01%	338
2019 Q1	$18K	Hold	322	–	–	0.01%	318
2018 Q4	$16K	Hold	322	–	–	0.01%	302
2018 Q3	$19K	Hold	322	–	–	0.01%	343
2018 Q2	$19K	Hold	322	–	–	0.01%	369
2018 Q1	$19K	Buy	+322	New	+$19.6K	0.01%	337
2017 Q4	–	Sell	-223	Closed	-$13K	–	739
2017 Q3	$13K	Hold	223	–	–	0.01%	386
2017 Q2	$12K	Buy	+223	New	+$12K	0.01%	389

Other funds holding IPAC

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Creative Financial Designs's IPAC Position: Q4 2022 in Review

Creative Financial Designs sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2022, closing a stake of 162 shares — an estimated $8K sold.

Creative Financial Designs first reported a position in IPAC in Q2 2017 and held it in 20 quarters. The position peaked at $19K in Q4 2019. 122 funds tracked by Wall St. Rank hold IPAC as of Q4 2022.

Creative Financial Designs reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2022 after selling out during the quarter.
Creative Financial Designs sold 162 iShares Core MSCI Pacific ETF shares in Q4 2022, an estimated $8K.
Creative Financial Designs first reported a position in iShares Core MSCI Pacific ETF in Q2 2017 and held it in 20 quarters.
Creative Financial Designs's iShares Core MSCI Pacific ETF position peaked at $19K in Q4 2019.
122 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2022.

Based on Creative Financial Designs's 13F filing for Q4 2022, filed 1 Feb 2023.