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Private Wealth Advisors (California)’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Private Wealth Advisors (California)’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
Q4 		– Sell
-5,089
Closed -$283K – 78
2023
Q3 		$283K Sell
5,089
-282
-5% -$16.1K 0.12% 69
2023
Q2 		$308K Sell
5,371
-39
-0.7% -$2.23K 0.13% 66
2023
Q1 		$306K Sell
5,410
-19,326
-78% -$1.08M 0.13% 67
2022
Q4 		$1.33M Buy
+24,736
New +$1.28M 0.45% 43

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Private Wealth Advisors (California)'s IPAC Position: Q4 2023 in Review

Private Wealth Advisors (California) sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2023, closing a stake of 5,089 shares — an estimated $283K sold.

Private Wealth Advisors (California) first reported a position in IPAC in Q4 2022 and held it in 4 quarters. The position peaked at $1.33M in Q4 2022. 135 funds tracked by Wall St. Rank hold IPAC as of Q4 2023.

  • Private Wealth Advisors (California) reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2023 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 5,089 iShares Core MSCI Pacific ETF shares in Q4 2023, an estimated $283K.
  • Private Wealth Advisors (California) first reported a position in iShares Core MSCI Pacific ETF in Q4 2022 and held it in 4 quarters.
  • Private Wealth Advisors (California)'s iShares Core MSCI Pacific ETF position peaked at $1.33M in Q4 2022.
  • 135 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2023.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2023, filed 23 Jan 2024.