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

Resurgent 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
2023
Q1 		– Sell
-1,320
Closed -$70.8K – 556
2022
Q4 		$70.8K Buy
+1,320
New +$68.2K 0.04% 367

Other funds holding IPAC

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Resurgent Financial Advisors's IPAC Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2023, closing a stake of 1,320 shares — an estimated $70.8K sold.

Resurgent Financial Advisors first reported a position in IPAC in Q4 2022 and held it in 1 quarter. The position peaked at $70.8K in Q4 2022. 122 funds tracked by Wall St. Rank hold IPAC as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,320 iShares Core MSCI Pacific ETF shares in Q1 2023, an estimated $70.8K.
  • Resurgent Financial Advisors first reported a position in iShares Core MSCI Pacific ETF in Q4 2022 and held it in 1 quarter.
  • Resurgent Financial Advisors's iShares Core MSCI Pacific ETF position peaked at $70.8K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.