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Strait & Sound Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Strait & Sound Wealth Management’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 		– Sell
-5,000
Closed -$278K – 133
2023
Q3 		$278K Hold
5,000
– – 0.24% 95
2023
Q2 		$287K Hold
5,000
– – 0.28% 77
2023
Q1 		$283K Buy
+5,000
New +$279K 0.28% 86

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 $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Strait & Sound Wealth Management's IPAC Position: Q4 2023 in Review

Strait & Sound Wealth Management sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2023, closing a stake of 5,000 shares — an estimated $278K sold.

Strait & Sound Wealth Management first reported a position in IPAC in Q1 2023 and held it in 3 quarters. The position peaked at $287K in Q2 2023. 135 funds tracked by Wall St. Rank hold IPAC as of Q4 2023.

  • Strait & Sound Wealth Management reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2023 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 5,000 iShares Core MSCI Pacific ETF shares in Q4 2023, an estimated $278K.
  • Strait & Sound Wealth Management first reported a position in iShares Core MSCI Pacific ETF in Q1 2023 and held it in 3 quarters.
  • Strait & Sound Wealth Management's iShares Core MSCI Pacific ETF position peaked at $287K in Q2 2023.
  • 135 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2023.

Based on Strait & Sound Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.