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

Financial Life 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 Q4	–	Sell	-5,191	Closed	-$249K	–	78
2022 Q3	$249K	Hold	5,191	–	–	0.12%	61
2022 Q2	$270K	Hold	5,191	–	–	0.13%	41
2022 Q1	$316K	Hold	5,191	–	–	0.13%	43
2021 Q4	$331K	Hold	5,191	–	–	0.13%	46
2021 Q3	$348K	Hold	5,191	–	–	0.15%	41
2021 Q2	$344K	Sell	5,191 -159	-3%	-$10.7K	0.15%	43
2021 Q1	$356K	Hold	5,350	–	–	0.17%	40
2020 Q4	$344K	Hold	5,350	–	–	0.18%	38
2020 Q3	$301K	Buy	+5,350	New	+$295K	0.16%	41
2020 Q1	–	Sell	-5,666	Closed	-$331K	–	30
2019 Q4	$331K	Buy	5,666 +169	+3%	+$9.82K	0.2%	40
2019 Q3	$309K	Hold	5,497	–	–	0.2%	42
2019 Q2	$306K	Buy	5,497 +168	+3%	+$9.3K	0.2%	42
2019 Q1	$296K	Sell	5,329 -2,760	-34%	-$150K	0.2%	41
2018 Q4	$409K	Sell	8,089 -822	-9%	-$44.5K	0.32%	35
2018 Q3	$525K	Buy	8,911 +151	+2%	+$8.72K	0.38%	33
2018 Q2	$505K	Sell	8,760 -999	-10%	-$59.7K	0.41%	32
2018 Q1	$573K	Buy	9,759 +161	+2%	+$9.8K	0.52%	33
2017 Q4	$572K	Buy	+9,598	New	+$565K	0.46%	35

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 22.96% 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 $2.79B AUM 18.53% 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

Financial Life Advisors's IPAC Position: Q4 2022 in Review

Financial Life Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2022, closing a stake of 5,191 shares — an estimated $249K sold.

Financial Life Advisors first reported a position in IPAC in Q4 2017 and held it in 18 quarters. The position peaked at $573K in Q1 2018. 122 funds tracked by Wall St. Rank hold IPAC as of Q4 2022.

Financial Life Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2022 after selling out during the quarter.
Financial Life Advisors sold 5,191 iShares Core MSCI Pacific ETF shares in Q4 2022, an estimated $249K.
Financial Life Advisors first reported a position in iShares Core MSCI Pacific ETF in Q4 2017 and held it in 18 quarters.
Financial Life Advisors's iShares Core MSCI Pacific ETF position peaked at $573K in Q1 2018.
122 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2022.

Based on Financial Life Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.