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Sowell Financial Services’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-407
Closed -$28K – 1592
2021
Q1 		$28K Hold
407
– – ﹤0.01% 1903
2020
Q4 		$26K Hold
407
– – ﹤0.01% 1632
2020
Q3 		$23K Hold
407
– – ﹤0.01% 1500
2020
Q2 		$21K Sell
407
-468
-53% -$23.6K ﹤0.01% 1440
2020
Q1 		$41K Sell
875
-34
-4% -$1.83K ﹤0.01% 1116
2019
Q4 		$53K Buy
909
+423
+87% +$24.6K ﹤0.01% 1138
2019
Q3 		$27K Buy
+486
New +$26.9K ﹤0.01% 1186

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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FTUS
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Sowell Financial Services's IPAC Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Core MSCI Pacific ETF (IPAC) in Q2 2021, closing a stake of 407 shares — an estimated $28K sold.

Sowell Financial Services first reported a position in IPAC in Q3 2019 and held it in 7 quarters. The position peaked at $53K in Q4 2019. 108 funds tracked by Wall St. Rank hold IPAC as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares Core MSCI Pacific ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 407 iShares Core MSCI Pacific ETF shares in Q2 2021, an estimated $28K.
  • Sowell Financial Services first reported a position in iShares Core MSCI Pacific ETF in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's iShares Core MSCI Pacific ETF position peaked at $53K in Q4 2019.
  • 108 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.