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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,487
Closed -$213K 1328
2024
Q2
$213K Sell
3,487
-3,118
-47% -$192K ﹤0.01% 1075
2024
Q1
$418K Sell
6,605
-3,715
-36% -$226K 0.01% 745
2023
Q4
$614K Buy
10,320
+188
+2% +$10.6K 0.01% 676
2023
Q3
$563K Hold
10,132
0.01% 487
2023
Q2
$582K Buy
10,132
+52
+0.5% +$2.97K 0.01% 482
2023
Q1
$570K Sell
10,080
-4,798
-32% -$268K 0.01% 429
2022
Q4
$798K Buy
14,878
+61
+0.4% +$3.15K 0.02% 340
2022
Q3
$710K Hold
14,817
0.02% 245
2022
Q2
$770K Sell
14,817
-5,908
-29% -$331K 0.02% 255
2022
Q1
$1.26M Buy
20,725
+12,143
+141% +$743K 0.03% 228
2021
Q4
$548K Buy
+8,582
New +$565K 0.01% 310

Other funds holding IPAC