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Midwest Heritage Bank’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Midwest Heritage Bank’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
2022
Q2 		– Sell
-3,340
Closed -$203K – 71
2022
Q1 		$203K Sell
3,340
-656
-16% -$40.1K 0.16% 62
2021
Q4 		$255K Buy
+3,996
New +$263K 0.25% 47

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
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
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Midwest Heritage Bank's IPAC Position: Q2 2022 in Review

Midwest Heritage Bank sold out of iShares Core MSCI Pacific ETF (IPAC) in Q2 2022, closing a stake of 3,340 shares — an estimated $203K sold.

Midwest Heritage Bank first reported a position in IPAC in Q4 2021 and held it in 2 quarters. The position peaked at $255K in Q4 2021. 110 funds tracked by Wall St. Rank hold IPAC as of Q2 2022.

  • Midwest Heritage Bank reported no remaining iShares Core MSCI Pacific ETF position as of Q2 2022 after selling out during the quarter.
  • Midwest Heritage Bank sold 3,340 iShares Core MSCI Pacific ETF shares in Q2 2022, an estimated $203K.
  • Midwest Heritage Bank first reported a position in iShares Core MSCI Pacific ETF in Q4 2021 and held it in 2 quarters.
  • Midwest Heritage Bank's iShares Core MSCI Pacific ETF position peaked at $255K in Q4 2021.
  • 110 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2022.

Based on Midwest Heritage Bank's 13F filing for Q2 2022, filed 13 Jul 2022.