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Evensky & Katz’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Evensky & Katz’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
2021
Q1 		– Sell
-52
Closed -$3K – 77
2020
Q4 		$3K Buy
+52
New +$3.13K ﹤0.01% 76

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 22.96% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 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
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Evensky & Katz's IPAC Position: Q1 2021 in Review

Evensky & Katz sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2021, closing a stake of 52 shares — an estimated $3K sold.

Evensky & Katz first reported a position in IPAC in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 111 funds tracked by Wall St. Rank hold IPAC as of Q1 2021.

  • Evensky & Katz reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2021 after selling out during the quarter.
  • Evensky & Katz sold 52 iShares Core MSCI Pacific ETF shares in Q1 2021, an estimated $3K.
  • Evensky & Katz first reported a position in iShares Core MSCI Pacific ETF in Q4 2020 and held it in 1 quarter.
  • Evensky & Katz's iShares Core MSCI Pacific ETF position peaked at $3K in Q4 2020.
  • 111 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2021.

Based on Evensky & Katz's 13F filing for Q1 2021, filed 9 Apr 2021.