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Fortitude Advisory Group’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Fortitude Advisory Group’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
-2,285
Closed -$139K – 713
2022
Q1 		$139K Buy
2,285
+3
+0.1% +$184 0.07% 277
2021
Q4 		$146K Buy
+2,282
New +$150K 0.07% 265

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 22.96% 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
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

Fortitude Advisory Group's IPAC Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares Core MSCI Pacific ETF (IPAC) in Q2 2022, closing a stake of 2,285 shares — an estimated $139K sold.

Fortitude Advisory Group first reported a position in IPAC in Q4 2021 and held it in 2 quarters. The position peaked at $146K in Q4 2021. 110 funds tracked by Wall St. Rank hold IPAC as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares Core MSCI Pacific ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,285 iShares Core MSCI Pacific ETF shares in Q2 2022, an estimated $139K.
  • Fortitude Advisory Group first reported a position in iShares Core MSCI Pacific ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares Core MSCI Pacific ETF position peaked at $146K in Q4 2021.
  • 110 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.