Focus Financial Network’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Focus Financial Network’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 Q1	–	Sell	-3,785	Closed	-$242K	–	563
2021 Q4	$242K	Buy	3,785 +277	+8%	+$18.2K	0.04%	321
2021 Q3	$235K	Buy	+3,508	New	+$236K	0.03%	374

Other funds holding IPAC

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Focus Financial Network's IPAC Position: Q1 2022 in Review

Focus Financial Network sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2022, closing a stake of 3,785 shares — an estimated $242K sold.

Focus Financial Network first reported a position in IPAC in Q3 2021 and held it in 2 quarters. The position peaked at $242K in Q4 2021. 107 funds tracked by Wall St. Rank hold IPAC as of Q1 2022.

Focus Financial Network reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2022 after selling out during the quarter.
Focus Financial Network sold 3,785 iShares Core MSCI Pacific ETF shares in Q1 2022, an estimated $242K.
Focus Financial Network first reported a position in iShares Core MSCI Pacific ETF in Q3 2021 and held it in 2 quarters.
Focus Financial Network's iShares Core MSCI Pacific ETF position peaked at $242K in Q4 2021.
107 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2022.

Based on Focus Financial Network's 13F filing for Q1 2022, filed 24 Jul 2024.