Mutual Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Mutual 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
2021 Q1	–	Sell	-3,746	Closed	-$241K	–	804
2020 Q4	$241K	Sell	3,746 -435	-10%	-$26.2K	0.02%	651
2020 Q3	$236K	Buy	4,181 +66	+2%	+$3.64K	0.02%	596
2020 Q2	$217K	Buy	+4,115	New	+$208K	0.02%	582
2020 Q1	–	Sell	-4,338	Closed	-$253K	–	605
2019 Q4	$253K	Buy	4,338 +327	+8%	+$19K	0.03%	503
2019 Q3	$225K	Buy	+4,011	New	+$222K	0.03%	475

Other funds holding IPAC

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

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

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Mutual Advisors's IPAC Position: Q1 2021 in Review

Mutual Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2021, closing a stake of 3,746 shares — an estimated $241K sold.

Mutual Advisors first reported a position in IPAC in Q3 2019 and held it in 5 quarters. The position peaked at $253K in Q4 2019. 111 funds tracked by Wall St. Rank hold IPAC as of Q1 2021.

Mutual Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2021 after selling out during the quarter.
Mutual Advisors sold 3,746 iShares Core MSCI Pacific ETF shares in Q1 2021, an estimated $241K.
Mutual Advisors first reported a position in iShares Core MSCI Pacific ETF in Q3 2019 and held it in 5 quarters.
Mutual Advisors's iShares Core MSCI Pacific ETF position peaked at $253K in Q4 2019.
111 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2021.

Based on Mutual Advisors's 13F filing for Q1 2021, filed 13 May 2021.