Hexagon Capital Partners’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Hexagon Capital Partners’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
2023 Q4	–	Sell	-119	Closed	-$6.62K	–	1460
2023 Q3	$6.62K	Hold	119	–	–	﹤0.01%	843
2023 Q2	$6.83K	Hold	119	–	–	﹤0.01%	838
2023 Q1	$6.73K	Hold	119	–	–	﹤0.01%	832
2022 Q4	$6.39K	Sell	119 -130	-52%	-$6.71K	﹤0.01%	852
2022 Q3	$12K	Sell	249 -80	-24%	-$4.21K	﹤0.01%	722
2022 Q2	$17K	Hold	329	–	–	0.01%	568
2022 Q1	$20K	Hold	329	–	–	0.01%	518
2021 Q4	$21K	Hold	329	–	–	0.01%	507
2021 Q3	$22K	Hold	329	–	–	0.01%	481
2021 Q2	$22K	Hold	329	–	–	0.01%	455
2021 Q1	$21K	Hold	329	–	–	0.01%	421
2020 Q4	$21K	Hold	329	–	–	0.01%	373
2020 Q3	$18K	Buy	+329	New	+$18.1K	0.01%	369

Other funds holding IPAC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

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

Hexagon Capital Partners's IPAC Position: Q4 2023 in Review

Hexagon Capital Partners sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2023, closing a stake of 119 shares — an estimated $6.62K sold.

Hexagon Capital Partners first reported a position in IPAC in Q3 2020 and held it in 13 quarters. The position peaked at $22K in Q3 2021. 135 funds tracked by Wall St. Rank hold IPAC as of Q4 2023.

Hexagon Capital Partners reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2023 after selling out during the quarter.
Hexagon Capital Partners sold 119 iShares Core MSCI Pacific ETF shares in Q4 2023, an estimated $6.62K.
Hexagon Capital Partners first reported a position in iShares Core MSCI Pacific ETF in Q3 2020 and held it in 13 quarters.
Hexagon Capital Partners's iShares Core MSCI Pacific ETF position peaked at $22K in Q3 2021.
135 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2023.

Based on Hexagon Capital Partners's 13F filing for Q4 2023, filed 5 Feb 2024.