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 $9.05B AUM 13.04% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Leelyn Smith's IPAC Position: Q1 2023 in Review

Leelyn Smith sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2023, closing a stake of 182 shares — an estimated $9.77K sold.

Leelyn Smith first reported a position in IPAC in Q1 2020 and held it in 12 quarters. The position peaked at $21K in Q1 2021. 122 funds tracked by Wall St. Rank hold IPAC as of Q1 2023.

Leelyn Smith reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 182 iShares Core MSCI Pacific ETF shares in Q1 2023, an estimated $9.77K.
Leelyn Smith first reported a position in iShares Core MSCI Pacific ETF in Q1 2020 and held it in 12 quarters.
Leelyn Smith's iShares Core MSCI Pacific ETF position peaked at $21K in Q1 2021.
122 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.