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

Sequoia 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
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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Sequoia Financial Advisors's IPAC Position: Q3 2024 in Review

Sequoia Financial Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q3 2024, closing a stake of 3,487 shares — an estimated $213K sold.

Sequoia Financial Advisors first reported a position in IPAC in Q4 2021 and held it in 11 quarters. The position peaked at $1.26M in Q1 2022. 133 funds tracked by Wall St. Rank hold IPAC as of Q3 2024.

Sequoia Financial Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q3 2024 after selling out during the quarter.
Sequoia Financial Advisors sold 3,487 iShares Core MSCI Pacific ETF shares in Q3 2024, an estimated $213K.
Sequoia Financial Advisors first reported a position in iShares Core MSCI Pacific ETF in Q4 2021 and held it in 11 quarters.
Sequoia Financial Advisors's iShares Core MSCI Pacific ETF position peaked at $1.26M in Q1 2022.
133 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2024.

Based on Sequoia Financial Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.