Ritholtz Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Ritholtz Wealth Management’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
2021 Q3	–	Sell	-3,292	Closed	-$218K	–	556
2021 Q2	$218K	Sell	3,292 -95	-3%	-$6.39K	0.02%	434
2021 Q1	$225K	Sell	3,387 -81	-2%	-$5.4K	0.02%	380
2020 Q4	$223K	Buy	+3,468	New	+$209K	0.02%	317
2020 Q2	–	Sell	-32,837	Closed	-$1.52M	–	301
2020 Q1	$1.52M	Sell	32,837 -3,589	-10%	-$193K	0.24%	35
2019 Q4	$2.13M	Buy	36,426 +1,910	+6%	+$111K	0.31%	32
2019 Q3	$1.94M	Buy	34,516 +1,639	+5%	+$90.6K	0.32%	32
2019 Q2	$1.83M	Sell	32,877 -3,981	-11%	-$220K	0.31%	32
2019 Q1	$2.05M	Buy	36,858 +2,831	+8%	+$153K	0.38%	30
2018 Q4	$1.72M	Buy	34,027 +1,580	+5%	+$85.5K	0.39%	32
2018 Q3	$1.91M	Buy	32,447 +1,570	+5%	+$90.6K	0.48%	18
2018 Q2	$1.78M	Buy	30,877 +1,742	+6%	+$104K	0.48%	18
2018 Q1	$1.74M	Buy	+29,135	New	+$1.77M	0.5%	18

Other funds holding IPAC

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EPM

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Ritholtz Wealth Management's IPAC Position: Q3 2021 in Review

Ritholtz Wealth Management sold out of iShares Core MSCI Pacific ETF (IPAC) in Q3 2021, closing a stake of 3,292 shares — an estimated $218K sold.

Ritholtz Wealth Management first reported a position in IPAC in Q1 2018 and held it in 12 quarters. The position peaked at $2.13M in Q4 2019. 106 funds tracked by Wall St. Rank hold IPAC as of Q3 2021.

Ritholtz Wealth Management reported no remaining iShares Core MSCI Pacific ETF position as of Q3 2021 after selling out during the quarter.
Ritholtz Wealth Management sold 3,292 iShares Core MSCI Pacific ETF shares in Q3 2021, an estimated $218K.
Ritholtz Wealth Management first reported a position in iShares Core MSCI Pacific ETF in Q1 2018 and held it in 12 quarters.
Ritholtz Wealth Management's iShares Core MSCI Pacific ETF position peaked at $2.13M in Q4 2019.
106 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2021.

Based on Ritholtz Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.