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

SeaCrest 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
2022
Q3 		– Sell
-1,765
Closed -$92K – 1047
2022
Q2 		$92K Buy
+1,765
New +$98.9K 0.01% 896
2021
Q1 		– Sell
-4,405
Closed -$284K – 669
2020
Q4 		$284K Hold
4,405
– – 0.04% 454
2020
Q3 		$248K Buy
+4,405
New +$243K 0.04% 453

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SeaCrest Wealth Management's IPAC Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares Core MSCI Pacific ETF (IPAC) in Q3 2022, closing a stake of 1,765 shares — an estimated $92K sold.

SeaCrest Wealth Management first reported a position in IPAC in Q3 2020 and held it in 3 quarters. The position peaked at $284K in Q4 2020. 115 funds tracked by Wall St. Rank hold IPAC as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining iShares Core MSCI Pacific ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,765 iShares Core MSCI Pacific ETF shares in Q3 2022, an estimated $92K.
  • SeaCrest Wealth Management first reported a position in iShares Core MSCI Pacific ETF in Q3 2020 and held it in 3 quarters.
  • SeaCrest Wealth Management's iShares Core MSCI Pacific ETF position peaked at $284K in Q4 2020.
  • 115 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.