Rowland Carmichael Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Rowland Carmichael 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
2020 Q3	–	Sell	-226	Closed	-$12K	–	357
2020 Q2	$12K	Sell	226 -987	-81%	-$49.8K	0.01%	321
2020 Q1	$56K	Buy	1,213 +249	+26%	+$13.4K	0.03%	263
2019 Q4	$56K	Buy	964 +228	+31%	+$13.2K	0.02%	303
2019 Q3	$41K	Buy	736 +365	+98%	+$20.2K	0.01%	310
2019 Q2	$21K	Buy	371 +187	+102%	+$10.4K	0.01%	303
2019 Q1	$10K	Buy	+184	New	+$9.97K	﹤0.01%	314

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 22.9% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

UCFA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Rowland Carmichael Advisors's IPAC Position: Q3 2020 in Review

Rowland Carmichael Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q3 2020, closing a stake of 226 shares — an estimated $12K sold.

Rowland Carmichael Advisors first reported a position in IPAC in Q1 2019 and held it in 6 quarters. The position peaked at $56K in Q1 2020. 96 funds tracked by Wall St. Rank hold IPAC as of Q3 2020.

Rowland Carmichael Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q3 2020 after selling out during the quarter.
Rowland Carmichael Advisors sold 226 iShares Core MSCI Pacific ETF shares in Q3 2020, an estimated $12K.
Rowland Carmichael Advisors first reported a position in iShares Core MSCI Pacific ETF in Q1 2019 and held it in 6 quarters.
Rowland Carmichael Advisors's iShares Core MSCI Pacific ETF position peaked at $56K in Q1 2020.
96 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.