Mutual of America Capital Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Mutual of America Capital Management’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 Q4	–	Sell	-177,751	Closed	-$11.9M	–	1653
2021 Q3	$11.9M	Hold	177,751	–	–	0.12%	153
2021 Q2	$11.8M	Hold	177,751	–	–	0.12%	162
2021 Q1	$11.8M	Hold	177,751	–	–	0.12%	146
2020 Q4	$11.5M	Hold	177,751	–	–	0.13%	135
2020 Q3	$10M	Buy	177,751 +1,100	+0.6%	+$60.6K	0.13%	136
2020 Q2	$9.31M	Sell	176,651 -160	-0.1%	-$8.08K	0.13%	135
2020 Q1	$8.2M	Sell	176,811 -199	-0.1%	-$10.7K	0.14%	132
2019 Q4	$10.3M	Hold	177,010	–	–	0.13%	134
2019 Q3	$9.95M	Hold	177,010	–	–	0.14%	141
2019 Q2	$9.85M	Hold	177,010	–	–	0.14%	129
2019 Q1	$9.85M	Hold	177,010	–	–	0.14%	125
2018 Q4	$8.96M	Hold	177,010	–	–	0.15%	125
2018 Q3	$10.4M	Hold	177,010	–	–	0.15%	122
2018 Q2	$10.2M	Hold	177,010	–	–	0.15%	117
2018 Q1	$10.6M	Hold	177,010	–	–	0.16%	101
2017 Q4	$10.6M	Hold	177,010	–	–	0.16%	103
2017 Q3	$10M	Hold	177,010	–	–	0.16%	104
2017 Q2	$9.59M	Hold	177,010	–	–	0.17%	95
2017 Q1	$9.32M	Hold	177,010	–	–	0.17%	96
2016 Q4	$8.64M	Hold	177,010	–	–	0.16%	108
2016 Q3	$9M	Hold	177,010	–	–	0.18%	91
2016 Q2	$8.28M	Buy	177,010 +363	+0.2%	+$17.1K	0.18%	90
2016 Q1	$8.17M	Buy	176,647 +2,200	+1%	+$98K	0.18%	95
2015 Q4	$8.32M	Buy	174,447 +7,041	+4%	+$338K	0.19%	89
2015 Q3	$7.53M	Hold	167,406	–	–	0.18%	92
2015 Q2	$8.59M	Hold	167,406	–	–	0.19%	83
2015 Q1	$8.59M	Buy	167,406 +157,188	+1,538%	+$7.79M	0.19%	86
2014 Q4	$483K	Buy	+10,218	New	+$497K	0.01%	1116

Other funds holding IPAC

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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 $1.66T AUM 25.57% 1-Year Est. Return

EPM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

Mutual of America Capital Management's IPAC Position: Q4 2021 in Review

Mutual of America Capital Management sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2021, closing a stake of 177,751 shares — an estimated $11.9M sold.

Mutual of America Capital Management first reported a position in IPAC in Q4 2014 and held it in 28 quarters. The position peaked at $11.9M in Q3 2021. 114 funds tracked by Wall St. Rank hold IPAC as of Q4 2021.

Mutual of America Capital Management reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2021 after selling out during the quarter.
Mutual of America Capital Management sold 177,751 iShares Core MSCI Pacific ETF shares in Q4 2021, an estimated $11.9M.
Mutual of America Capital Management first reported a position in iShares Core MSCI Pacific ETF in Q4 2014 and held it in 28 quarters.
Mutual of America Capital Management's iShares Core MSCI Pacific ETF position peaked at $11.9M in Q3 2021.
114 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2021.

Based on Mutual of America Capital Management's 13F filing for Q4 2021, filed 3 Feb 2022.