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Newton One Investments’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Newton One Investments’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
2022
Q4 		– Sell
-1,902
Closed -$91K – 123
2022
Q3 		$91K Hold
1,902
– – 0.06% 52
2022
Q2 		$99K Hold
1,902
– – 0.07% 51
2022
Q1 		$116K Hold
1,902
– – 0.08% 50
2021
Q4 		$121K Hold
1,902
– – 0.09% 50
2021
Q3 		$127K Hold
1,902
– – 0.09% 48
2021
Q2 		$126K Buy
+1,902
New +$128K 0.1% 46

Other funds holding IPAC

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return

Newton One Investments's IPAC Position: Q4 2022 in Review

Newton One Investments sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2022, closing a stake of 1,902 shares — an estimated $91K sold.

Newton One Investments first reported a position in IPAC in Q2 2021 and held it in 6 quarters. The position peaked at $127K in Q3 2021. 123 funds tracked by Wall St. Rank hold IPAC as of Q4 2022.

  • Newton One Investments reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2022 after selling out during the quarter.
  • Newton One Investments sold 1,902 iShares Core MSCI Pacific ETF shares in Q4 2022, an estimated $91K.
  • Newton One Investments first reported a position in iShares Core MSCI Pacific ETF in Q2 2021 and held it in 6 quarters.
  • Newton One Investments's iShares Core MSCI Pacific ETF position peaked at $127K in Q3 2021.
  • 123 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2022.

Based on Newton One Investments's 13F filing for Q4 2022, filed 23 Jan 2023.