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IAM Advisory’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

IAM Advisory’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
2021
Q3 		– Sell
-412,902
Closed -$27.4M – 86
2021
Q2 		$27.4M Buy
+412,902
New +$27.8M 3.61% 9

Other funds holding IPAC

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

IAM Advisory's IPAC Position: Q3 2021 in Review

IAM Advisory sold out of iShares Core MSCI Pacific ETF (IPAC) in Q3 2021, closing a stake of 412,902 shares — an estimated $27.4M sold.

IAM Advisory first reported a position in IPAC in Q2 2021 and held it in 1 quarter. The position peaked at $27.4M in Q2 2021. 106 funds tracked by Wall St. Rank hold IPAC as of Q3 2021.

  • IAM Advisory reported no remaining iShares Core MSCI Pacific ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 412,902 iShares Core MSCI Pacific ETF shares in Q3 2021, an estimated $27.4M.
  • IAM Advisory first reported a position in iShares Core MSCI Pacific ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's iShares Core MSCI Pacific ETF position peaked at $27.4M in Q2 2021.
  • 106 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.