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Moneta Group Investment Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Moneta Group Investment Advisors’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
2019
Q4 		– Sell
-5,178
Closed -$291K – 277
2019
Q3 		$291K Buy
+5,178
New +$286K 0.03% 211

Other funds holding IPAC

Thrivent Financial for Lutherans
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AssetMark Inc
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Moneta Group Investment Advisors's IPAC Position: Q4 2019 in Review

Moneta Group Investment Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2019, closing a stake of 5,178 shares — an estimated $291K sold.

Moneta Group Investment Advisors first reported a position in IPAC in Q3 2019 and held it in 1 quarter. The position peaked at $291K in Q3 2019. 117 funds tracked by Wall St. Rank hold IPAC as of Q4 2019.

  • Moneta Group Investment Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2019 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 5,178 iShares Core MSCI Pacific ETF shares in Q4 2019, an estimated $291K.
  • Moneta Group Investment Advisors first reported a position in iShares Core MSCI Pacific ETF in Q3 2019 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares Core MSCI Pacific ETF position peaked at $291K in Q3 2019.
  • 117 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.