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Liberty Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-263
Closed -$18K – 619
2021
Q3 		$18K Hold
263
– – 0.01% 678
2021
Q2 		$17K Buy
+263
New +$17.7K 0.01% 543

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
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Liberty Wealth Management's IPAC Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2021, closing a stake of 263 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in IPAC in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q3 2021. 113 funds tracked by Wall St. Rank hold IPAC as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 263 iShares Core MSCI Pacific ETF shares in Q4 2021, an estimated $18K.
  • Liberty Wealth Management first reported a position in iShares Core MSCI Pacific ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's iShares Core MSCI Pacific ETF position peaked at $18K in Q3 2021.
  • 113 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.