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Pacifica Partners’s iShares Global 100 ETF IOO Stock Holding History

Pacifica Partners’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-940
Closed -$43K – 391
2020
Q1 		$43K Sell
940
-130
-12% -$6.67K 0.05% 128
2019
Q4 		$58K Buy
+1,070
New +$55.1K 0.06% 125

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Pacifica Partners's IOO Position: Q2 2020 in Review

Pacifica Partners sold out of iShares Global 100 ETF (IOO) in Q2 2020, closing a stake of 940 shares — an estimated $43K sold.

Pacifica Partners first reported a position in IOO in Q4 2019 and held it in 2 quarters. The position peaked at $58K in Q4 2019. 140 funds tracked by Wall St. Rank hold IOO as of Q2 2020.

  • Pacifica Partners reported no remaining iShares Global 100 ETF position as of Q2 2020 after selling out during the quarter.
  • Pacifica Partners sold 940 iShares Global 100 ETF shares in Q2 2020, an estimated $43K.
  • Pacifica Partners first reported a position in iShares Global 100 ETF in Q4 2019 and held it in 2 quarters.
  • Pacifica Partners's iShares Global 100 ETF position peaked at $58K in Q4 2019.
  • 140 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2020.

Based on Pacifica Partners's 13F filing for Q2 2020, filed 15 Jul 2020.