Matthew Hamilton Rosenberg’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Matthew Hamilton Rosenberg’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 Q4	–	Sell	-49	Closed	-$2.72K	–	946
2023 Q3	$2.72K	Hold	49	–	–	﹤0.01%	737
2023 Q2	$2.81K	Hold	49	–	–	﹤0.01%	736
2023 Q1	$2.77K	Hold	49	–	–	﹤0.01%	773
2022 Q4	$2.63K	Hold	49	–	–	﹤0.01%	765
2022 Q3	$2K	Hold	49	–	–	﹤0.01%	770
2022 Q2	$3K	Hold	49	–	–	﹤0.01%	730
2022 Q1	$3K	Hold	49	–	–	﹤0.01%	698
2021 Q4	$3K	Hold	49	–	–	﹤0.01%	671
2021 Q3	$3K	Hold	49	–	–	﹤0.01%	652
2021 Q2	$3K	Hold	49	–	–	﹤0.01%	565
2021 Q1	$3K	Hold	49	–	–	﹤0.01%	537
2020 Q4	$3K	Sell	49 -132	-73%	-$7.96K	﹤0.01%	523
2020 Q3	$10K	Hold	181	–	–	0.01%	455
2020 Q2	$10K	Buy	+181	New	+$9.14K	0.01%	478

Other funds holding IPAC

BTI

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 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 22.96% 1-Year Est. Return

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

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

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

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

Matthew Hamilton Rosenberg's IPAC Position: Q4 2023 in Review

Matthew Hamilton Rosenberg sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2023, closing a stake of 49 shares — an estimated $2.72K sold.

Matthew Hamilton Rosenberg first reported a position in IPAC in Q2 2020 and held it in 14 quarters. The position peaked at $10K in Q3 2020. 135 funds tracked by Wall St. Rank hold IPAC as of Q4 2023.

Matthew Hamilton Rosenberg reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 49 iShares Core MSCI Pacific ETF shares in Q4 2023, an estimated $2.72K.
Matthew Hamilton Rosenberg first reported a position in iShares Core MSCI Pacific ETF in Q2 2020 and held it in 14 quarters.
Matthew Hamilton Rosenberg's iShares Core MSCI Pacific ETF position peaked at $10K in Q3 2020.
135 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2023, filed 16 Jan 2024.