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Executive Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Executive Wealth Management’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
-39,535
Closed -$2.55M – 195
2020
Q4 		$2.55M Buy
+39,535
New +$2.38M 0.31% 80

Other funds holding IPAC

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Executive Wealth Management's IPAC Position: Q1 2021 in Review

Executive Wealth Management sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2021, closing a stake of 39,535 shares — an estimated $2.55M sold.

Executive Wealth Management first reported a position in IPAC in Q4 2020 and held it in 1 quarter. The position peaked at $2.55M in Q4 2020. 112 funds tracked by Wall St. Rank hold IPAC as of Q1 2021.

  • Executive Wealth Management reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2021 after selling out during the quarter.
  • Executive Wealth Management sold 39,535 iShares Core MSCI Pacific ETF shares in Q1 2021, an estimated $2.55M.
  • Executive Wealth Management first reported a position in iShares Core MSCI Pacific ETF in Q4 2020 and held it in 1 quarter.
  • Executive Wealth Management's iShares Core MSCI Pacific ETF position peaked at $2.55M in Q4 2020.
  • 112 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2021.

Based on Executive Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.