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

Squar Milner 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
2020
Q1 		– Sell
-25
Closed -$1K – 818
2019
Q4 		$1K Buy
+25
New +$1.45K ﹤0.01% 792

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Squar Milner Financial Services's IPAC Position: Q1 2020 in Review

Squar Milner Financial Services sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2020, closing a stake of 25 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in IPAC in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 102 funds tracked by Wall St. Rank hold IPAC as of Q1 2020.

  • Squar Milner Financial Services reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 25 iShares Core MSCI Pacific ETF shares in Q1 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in iShares Core MSCI Pacific ETF in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's iShares Core MSCI Pacific ETF position peaked at $1K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.