Financial Engines Advisors
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Financial Engines Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Financial Engines Advisors’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
Q2 		– Sell
-3,307
Closed -$201K – 314
2022
Q1 		$201K Sell
3,307
-751
-19% -$46K ﹤0.01% 303
2021
Q4 		$260K Hold
4,058
– – ﹤0.01% 241
2021
Q3 		$271K Buy
+4,058
New +$273K ﹤0.01% 228

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
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 $3.36B AUM 17.9% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors's IPAC Position: Q2 2022 in Review

Financial Engines Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q2 2022, closing a stake of 3,307 shares — an estimated $201K sold.

Financial Engines Advisors first reported a position in IPAC in Q3 2021 and held it in 3 quarters. The position peaked at $271K in Q3 2021. 110 funds tracked by Wall St. Rank hold IPAC as of Q2 2022.

  • Financial Engines Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Engines Advisors sold 3,307 iShares Core MSCI Pacific ETF shares in Q2 2022, an estimated $201K.
  • Financial Engines Advisors first reported a position in iShares Core MSCI Pacific ETF in Q3 2021 and held it in 3 quarters.
  • Financial Engines Advisors's iShares Core MSCI Pacific ETF position peaked at $271K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2022.

Based on Financial Engines Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.