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SFA
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
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$8.74B AUM
14.62%
1-Year Est. Return
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$8.81B AUM
10.88%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
AssetMark Inc
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$49B AUM
17.78%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
EPM
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Philadelphia, Pennsylvania
$2.31B AUM
16.02%
1-Year Est. Return
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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