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Heritage Wealth Management (Arizona)’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Heritage Wealth Management (Arizona)’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 		$54.9K Buy
1,022
+511
+100% +$26.4K 0.01% 486
2022
Q3 		$24K Sell
511
-69
-12% -$3.63K 0.01% 502
2022
Q2 		$30.2K Sell
580
-139
-19% -$7.79K 0.01% 489
2022
Q1 		$44K Buy
+719
New +$44K 0.01% 493
2021
Q3 		$50K Sell
750
-389
-34% -$26.1K 0.02% 445
2021
Q2 		$76K Sell
1,139
-189
-14% -$12.7K 0.03% 392
2021
Q1 		$88K Buy
+1,328
New +$88.6K 0.05% 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 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IPAC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Core MSCI Pacific ETF (IPAC) stake by 100% in Q4 2022, buying an estimated $26.4K and bringing the position to 1,022 shares worth $54.9K. The position accounts for 0.01% of the portfolio, ranked #486.

Heritage Wealth Management (Arizona) first reported a position in IPAC in Q1 2021 and has held it in 7 quarters since. The position peaked at $88K in Q1 2021. 122 funds tracked by Wall St. Rank hold IPAC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,022 shares of iShares Core MSCI Pacific ETF worth $54.9K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 511 iShares Core MSCI Pacific ETF shares in Q4 2022, an estimated $26.4K.
  • iShares Core MSCI Pacific ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #486 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Core MSCI Pacific ETF in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares Core MSCI Pacific ETF position peaked at $88K in Q1 2021.
  • 122 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.