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Holistic Planning’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Holistic Planning’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
2024
Q1 		– Sell
-3,808
Closed -$227K – 120
2023
Q4 		$227K Buy
+3,808
New +$215K 0.19% 108

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Holistic Planning's IPAC Position: Q1 2024 in Review

Holistic Planning sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2024, closing a stake of 3,808 shares — an estimated $227K sold.

Holistic Planning first reported a position in IPAC in Q4 2023 and held it in 1 quarter. The position peaked at $227K in Q4 2023. 144 funds tracked by Wall St. Rank hold IPAC as of Q1 2024.

  • Holistic Planning reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2024 after selling out during the quarter.
  • Holistic Planning sold 3,808 iShares Core MSCI Pacific ETF shares in Q1 2024, an estimated $227K.
  • Holistic Planning first reported a position in iShares Core MSCI Pacific ETF in Q4 2023 and held it in 1 quarter.
  • Holistic Planning's iShares Core MSCI Pacific ETF position peaked at $227K in Q4 2023.
  • 144 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2024.

Based on Holistic Planning's 13F filing for Q1 2024, filed 1 May 2024.