Raymond James Financial Services Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Raymond James Financial Services 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 Q3	$280K	Sell	4,206 -2,115	-33%	-$133K	﹤0.01%	2981
2024 Q2	$387K	Sell	6,321 -635	-9%	-$39.1K	﹤0.01%	2711
2024 Q1	$440K	Sell	6,956 -8,121	-54%	-$495K	﹤0.01%	2605
2023 Q4	$897K	Sell	15,077 -16,154	-52%	-$911K	﹤0.01%	2048
2023 Q3	$1.74M	Buy	31,231 +6,264	+25%	+$359K	﹤0.01%	1574
2023 Q2	$1.43M	Sell	24,967 -417	-2%	-$23.8K	﹤0.01%	1716
2023 Q1	$1.44M	Buy	+25,384	New	+$1.42M	﹤0.01%	1681
2018 Q4	–	Sell	-5,643	Closed	-$332K	–	2678
2018 Q3	$332K	Sell	5,643 -1,132	-17%	-$65.4K	﹤0.01%	2208
2018 Q2	$391K	Buy	+6,775	New	+$405K	﹤0.01%	2052

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial Services Advisors's IPAC Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 33% in Q3 2024, selling an estimated $133K and leaving 4,206 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

Raymond James Financial Services Advisors first reported a position in IPAC in Q2 2018 and has held it in 9 quarters since. The position peaked at $1.74M in Q3 2023. 133 funds tracked by Wall St. Rank hold IPAC as of Q3 2024.

Raymond James Financial Services Advisors held 4,206 shares of iShares Core MSCI Pacific ETF worth $280K as of Q3 2024.
Raymond James Financial Services Advisors sold 2,115 iShares Core MSCI Pacific ETF shares in Q3 2024, an estimated $133K.
iShares Core MSCI Pacific ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2981 holding.
Raymond James Financial Services Advisors first reported a position in iShares Core MSCI Pacific ETF in Q2 2018 and has held it in 9 quarters since.
Raymond James Financial Services Advisors's iShares Core MSCI Pacific ETF position peaked at $1.74M in Q3 2023.
133 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.