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Fulcrum Equity Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Fulcrum Equity 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
2019
Q4 		– Sell
-6
Closed – – 151
2019
Q3 		$0 Buy
+6
New +$332 ﹤0.01% 238

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Wells Fargo
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Envestnet Asset Management
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BlackRock
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IA
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BOPW
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fulcrum Equity Management's IPAC Position: Q4 2019 in Review

Fulcrum Equity Management sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2019, closing a stake of 6 shares.

Fulcrum Equity Management first reported a position in IPAC in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 117 funds tracked by Wall St. Rank hold IPAC as of Q4 2019.

  • Fulcrum Equity Management reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 6 iShares Core MSCI Pacific ETF shares in Q4 2019.
  • Fulcrum Equity Management first reported a position in iShares Core MSCI Pacific ETF in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's iShares Core MSCI Pacific ETF position peaked at $0 in Q3 2019.
  • 117 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.