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Insight Wealth Strategies’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Insight Wealth Strategies’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
Q2 		– Sell
-12,921
Closed -$860K – 210
2021
Q1 		$860K Sell
12,921
-11
-0.1% -$734 0.12% 115
2020
Q4 		$833K Buy
+12,932
New +$780K 0.14% 86

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 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Insight Wealth Strategies's IPAC Position: Q2 2021 in Review

Insight Wealth Strategies sold out of iShares Core MSCI Pacific ETF (IPAC) in Q2 2021, closing a stake of 12,921 shares — an estimated $860K sold.

Insight Wealth Strategies first reported a position in IPAC in Q4 2020 and held it in 2 quarters. The position peaked at $860K in Q1 2021. 108 funds tracked by Wall St. Rank hold IPAC as of Q2 2021.

  • Insight Wealth Strategies reported no remaining iShares Core MSCI Pacific ETF position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 12,921 iShares Core MSCI Pacific ETF shares in Q2 2021, an estimated $860K.
  • Insight Wealth Strategies first reported a position in iShares Core MSCI Pacific ETF in Q4 2020 and held it in 2 quarters.
  • Insight Wealth Strategies's iShares Core MSCI Pacific ETF position peaked at $860K in Q1 2021.
  • 108 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.