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Plante Moran Financial Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Plante Moran Financial Advisors’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
2024
Q1 		– Sell
-241
Closed -$14.3K – 886
2023
Q4 		$14.3K Buy
+241
New +$13.6K ﹤0.01% 508
2020
Q1 		– Sell
-798
Closed -$47K – 783
2019
Q4 		$47K Hold
798
– – 0.02% 333
2019
Q3 		$45K Buy
+798
New +$44.1K 0.01% 359

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Plante Moran Financial Advisors's IPAC Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2024, closing a stake of 241 shares — an estimated $14.3K sold.

Plante Moran Financial Advisors first reported a position in IPAC in Q3 2019 and held it in 3 quarters. The position peaked at $47K in Q4 2019. 144 funds tracked by Wall St. Rank hold IPAC as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 241 iShares Core MSCI Pacific ETF shares in Q1 2024, an estimated $14.3K.
  • Plante Moran Financial Advisors first reported a position in iShares Core MSCI Pacific ETF in Q3 2019 and held it in 3 quarters.
  • Plante Moran Financial Advisors's iShares Core MSCI Pacific ETF position peaked at $47K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.