SW
IPAC icon

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

Simplicity Wealth’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
-6,110
Closed -$374K – 831
2024
Q2 		$374K Buy
6,110
+1,221
+25% +$75.1K 0.01% 869
2024
Q1 		$310K Buy
+4,889
New +$298K 0.01% 906

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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Simplicity Wealth's IPAC Position: Q3 2024 in Review

Simplicity Wealth sold out of iShares Core MSCI Pacific ETF (IPAC) in Q3 2024, closing a stake of 6,110 shares — an estimated $374K sold.

Simplicity Wealth first reported a position in IPAC in Q1 2024 and held it in 2 quarters. The position peaked at $374K in Q2 2024. 133 funds tracked by Wall St. Rank hold IPAC as of Q3 2024.

  • Simplicity Wealth reported no remaining iShares Core MSCI Pacific ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 6,110 iShares Core MSCI Pacific ETF shares in Q3 2024, an estimated $374K.
  • Simplicity Wealth first reported a position in iShares Core MSCI Pacific ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's iShares Core MSCI Pacific ETF position peaked at $374K in Q2 2024.
  • 133 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.