LW
IPAC icon

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

Linscomb Wealth’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
Q1 		– Sell
-6,235
Closed -$364K – 407
2019
Q4 		$364K Buy
+6,235
New +$362K 0.02% 349

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Linscomb Wealth's IPAC Position: Q1 2020 in Review

Linscomb Wealth sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2020, closing a stake of 6,235 shares — an estimated $364K sold.

Linscomb Wealth first reported a position in IPAC in Q4 2019 and held it in 1 quarter. The position peaked at $364K in Q4 2019. 101 funds tracked by Wall St. Rank hold IPAC as of Q1 2020.

  • Linscomb Wealth reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2020 after selling out during the quarter.
  • Linscomb Wealth sold 6,235 iShares Core MSCI Pacific ETF shares in Q1 2020, an estimated $364K.
  • Linscomb Wealth first reported a position in iShares Core MSCI Pacific ETF in Q4 2019 and held it in 1 quarter.
  • Linscomb Wealth's iShares Core MSCI Pacific ETF position peaked at $364K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2020.

Based on Linscomb Wealth's 13F filing for Q1 2020, filed 11 May 2020.