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Dynamic Advisor Solutions’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Dynamic Advisor Solutions’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
-12,265
Closed -$751K – 960
2024
Q2 		$751K Sell
12,265
-99
-0.8% -$6.09K 0.02% 519
2024
Q1 		$783K Sell
12,364
-790
-6% -$48.1K 0.03% 491
2023
Q4 		$771K Hold
13,154
– – 0.03% 475
2023
Q3 		$731K Sell
13,154
-114
-0.9% -$6.53K 0.03% 428
2023
Q2 		$762K Buy
+13,268
New +$759K 0.04% 402

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

Dynamic Advisor Solutions's IPAC Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of iShares Core MSCI Pacific ETF (IPAC) in Q3 2024, closing a stake of 12,265 shares — an estimated $751K sold.

Dynamic Advisor Solutions first reported a position in IPAC in Q2 2023 and held it in 5 quarters. The position peaked at $783K in Q1 2024. 133 funds tracked by Wall St. Rank hold IPAC as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining iShares Core MSCI Pacific ETF position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 12,265 iShares Core MSCI Pacific ETF shares in Q3 2024, an estimated $751K.
  • Dynamic Advisor Solutions first reported a position in iShares Core MSCI Pacific ETF in Q2 2023 and held it in 5 quarters.
  • Dynamic Advisor Solutions's iShares Core MSCI Pacific ETF position peaked at $783K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.