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Newbridge Financial Services Group’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-725
Closed -$41.6K – 1354
2023
Q2 		$41.6K Hold
725
– – 0.02% 503
2023
Q1 		$41K Hold
725
– – 0.02% 511
2022
Q4 		$38.9K Hold
725
– – 0.02% 524
2022
Q3 		$35K Hold
725
– – 0.02% 544
2022
Q2 		$38K Hold
725
– – 0.02% 468
2022
Q1 		$44K Hold
725
– – 0.02% 508
2021
Q4 		$46K Hold
725
– – 0.02% 482
2021
Q3 		$49K Buy
+725
New +$48.7K 0.03% 416

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
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Newbridge Financial Services Group's IPAC Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of iShares Core MSCI Pacific ETF (IPAC) in Q3 2023, closing a stake of 725 shares — an estimated $41.6K sold.

Newbridge Financial Services Group first reported a position in IPAC in Q3 2021 and held it in 8 quarters. The position peaked at $49K in Q3 2021. 128 funds tracked by Wall St. Rank hold IPAC as of Q3 2023.

  • Newbridge Financial Services Group reported no remaining iShares Core MSCI Pacific ETF position as of Q3 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 725 iShares Core MSCI Pacific ETF shares in Q3 2023, an estimated $41.6K.
  • Newbridge Financial Services Group first reported a position in iShares Core MSCI Pacific ETF in Q3 2021 and held it in 8 quarters.
  • Newbridge Financial Services Group's iShares Core MSCI Pacific ETF position peaked at $49K in Q3 2021.
  • 128 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.