HWMA
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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 $8.81B AUM 10.88% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return