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Simplicity Solutions’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Simplicity Solutions’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
2023
Q4 		$270K Buy
4,533
+324
+8% +$18.3K 0.01% 870
2023
Q3 		$234K Buy
4,209
+87
+2% +$4.98K 0.01% 847
2023
Q2 		$237K Buy
+4,122
New +$236K 0.01% 915

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 $8.81B AUM 10.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Simplicity Solutions's IPAC Position: Q4 2023 in Review

Simplicity Solutions increased its iShares Core MSCI Pacific ETF (IPAC) stake by 7.7% in Q4 2023, buying an estimated $18.3K and bringing the position to 4,533 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #870.

Simplicity Solutions first reported a position in IPAC in Q2 2023 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold IPAC as of Q4 2023.

  • Simplicity Solutions held 4,533 shares of iShares Core MSCI Pacific ETF worth $270K as of Q4 2023.
  • Simplicity Solutions bought 324 iShares Core MSCI Pacific ETF shares in Q4 2023, an estimated $18.3K.
  • iShares Core MSCI Pacific ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #870 holding.
  • Simplicity Solutions first reported a position in iShares Core MSCI Pacific ETF in Q2 2023 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.