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

Next Financial 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
2021 Q4	$33K	Buy	509 +4	+0.8%	+$263	﹤0.01%	1675
2021 Q3	$34K	Sell	505 -1,149	-69%	-$77.2K	﹤0.01%	1576
2021 Q2	$110K	Sell	1,654 -411	-20%	-$27.7K	0.01%	1077
2021 Q1	$137K	Sell	2,065 -494	-19%	-$33K	0.01%	901
2020 Q4	$165K	Buy	2,559 +2,298	+880%	+$139K	0.02%	784
2020 Q3	$15K	Buy	+261	New	+$14.4K	﹤0.01%	1510
2020 Q2	–	Sell	-261	Closed	-$12K	–	1219
2020 Q1	$12K	Hold	261	–	–	﹤0.01%	1468
2019 Q4	$15K	Hold	261	–	–	﹤0.01%	1623
2019 Q3	$15K	Hold	261	–	–	﹤0.01%	1551
2019 Q2	$15K	Buy	+261	New	+$14.5K	﹤0.01%	1560
2019 Q1	–	Sell	-261	Closed	-$13K	–	1869
2018 Q4	$13K	Buy	+261	New	+$14.1K	﹤0.01%	1256

Other funds holding IPAC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 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

Next Financial Group's IPAC Position: Q4 2021 in Review

Next Financial Group increased its iShares Core MSCI Pacific ETF (IPAC) stake by 0.79% in Q4 2021, buying an estimated $263 and bringing the position to 509 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Next Financial Group first reported a position in IPAC in Q4 2018 and has held it in 11 quarters since. The position peaked at $165K in Q4 2020. 114 funds tracked by Wall St. Rank hold IPAC as of Q4 2021.

Next Financial Group held 509 shares of iShares Core MSCI Pacific ETF worth $33K as of Q4 2021.
Next Financial Group bought 4 iShares Core MSCI Pacific ETF shares in Q4 2021, an estimated $263.
iShares Core MSCI Pacific ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1675 holding.
Next Financial Group first reported a position in iShares Core MSCI Pacific ETF in Q4 2018 and has held it in 11 quarters since.
Next Financial Group's iShares Core MSCI Pacific ETF position peaked at $165K in Q4 2020.
114 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.