JFS Wealth Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

JFS Wealth Advisors’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
2018 Q4	–	Sell	-103	Closed	-$6K	–	499
2018 Q3	$6K	Buy	+103	New	+$5.95K	﹤0.01%	446

Other funds holding IPAC

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's IPAC Position: Q4 2018 in Review

JFS Wealth Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2018, closing a stake of 103 shares — an estimated $6K sold.

JFS Wealth Advisors first reported a position in IPAC in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 91 funds tracked by Wall St. Rank hold IPAC as of Q4 2018.

JFS Wealth Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2018 after selling out during the quarter.
JFS Wealth Advisors sold 103 iShares Core MSCI Pacific ETF shares in Q4 2018, an estimated $6K.
JFS Wealth Advisors first reported a position in iShares Core MSCI Pacific ETF in Q3 2018 and held it in 1 quarter.
JFS Wealth Advisors's iShares Core MSCI Pacific ETF position peaked at $6K in Q3 2018.
91 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2018.

Based on JFS Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.