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Leelyn Smith’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Leelyn Smith’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
Q1 		– Sell
-182
Closed -$9.77K – 263
2022
Q4 		$9.77K Buy
182
+5
+3% +$258 ﹤0.01% 321
2022
Q3 		$8K Sell
177
-7
-4% -$368 ﹤0.01% 322
2022
Q2 		$10K Sell
184
-11
-6% -$617 ﹤0.01% 286
2022
Q1 		$12K Sell
195
-99
-34% -$6.06K ﹤0.01% 266
2021
Q4 		$19K Buy
294
+4
+1% +$263 0.01% 249
2021
Q3 		$19K Sell
290
-11
-4% -$739 0.01% 238
2021
Q2 		$20K Sell
301
-10
-3% -$673 0.01% 235
2021
Q1 		$21K Sell
311
-18
-5% -$1.2K 0.01% 244
2020
Q4 		$21K Sell
329
-27
-8% -$1.63K 0.01% 233
2020
Q3 		$20K Sell
356
-11
-3% -$606 0.01% 227
2020
Q2 		$19K Sell
367
-6
-2% -$303 0.01% 272
2020
Q1 		$17K Buy
+373
New +$20.1K 0.01% 214

Other funds holding IPAC

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return