Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
NFSG
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
–
1355
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
$8.74B AUM
14.62%
1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing, Michigan
$8.81B AUM
10.88%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
FGAM
Financial Gravity Asset Management
Lakeway, Texas
$562M AUM
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
EPM
Elm Partners Management
Philadelphia, Pennsylvania
$2.31B AUM
16.02%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close