LifePlan Financial Group’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

LifePlan Financial Group’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
2020 Q3	$27K	Sell	473 -283	-37%	-$15.6K	0.01%	306
2020 Q2	$40K	Hold	756	–	–	0.02%	265
2020 Q1	$35K	Hold	756	–	–	0.02%	257
2019 Q4	$44K	Hold	756	–	–	0.02%	266
2019 Q3	$42K	Hold	756	–	–	0.02%	264
2019 Q2	$42K	Hold	756	–	–	0.02%	257
2019 Q1	$42K	Buy	756 +442	+141%	+$24K	0.02%	264
2018 Q4	$16K	Sell	314 -442	-58%	-$23.9K	0.01%	348
2018 Q3	$44K	Hold	756	–	–	0.02%	267
2018 Q2	$44K	Hold	756	–	–	0.02%	255
2018 Q1	$45K	Buy	+756	New	+$46K	0.03%	239

Other funds holding IPAC

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

LifePlan Financial Group's IPAC Position: Q3 2020 in Review

LifePlan Financial Group reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 37% in Q3 2020, selling an estimated $15.6K and leaving 473 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #306.

LifePlan Financial Group first reported a position in IPAC in Q1 2018 and has held it in 11 quarters since. The position peaked at $45K in Q1 2018. 96 funds tracked by Wall St. Rank hold IPAC as of Q3 2020.

LifePlan Financial Group held 473 shares of iShares Core MSCI Pacific ETF worth $27K as of Q3 2020.
LifePlan Financial Group sold 283 iShares Core MSCI Pacific ETF shares in Q3 2020, an estimated $15.6K.
iShares Core MSCI Pacific ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #306 holding.
LifePlan Financial Group first reported a position in iShares Core MSCI Pacific ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's iShares Core MSCI Pacific ETF position peaked at $45K in Q1 2018.
96 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.