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

Stratos Wealth Partners’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
-5,939
Closed -$364K – 1484
2024
Q2 		$364K Sell
5,939
-382
-6% -$23.5K 0.01% 1021
2024
Q1 		$400K Sell
6,321
-685
-10% -$41.7K 0.01% 982
2023
Q4 		$417K Sell
7,006
-52
-0.7% -$2.93K 0.01% 938
2023
Q3 		$392K Sell
7,058
-17
-0.2% -$973 0.01% 911
2023
Q2 		$406K Buy
+7,075
New +$405K 0.01% 849
2023
Q1 		– Sell
-7,649
Closed -$411K – 1172
2022
Q4 		$411K Buy
7,649
+1
+0% +$52 0.01% 788
2022
Q3 		$367K Buy
7,648
+2
+0% +$105 0.01% 798
2022
Q2 		$398K Sell
7,646
-268
-3% -$15K 0.01% 818
2022
Q1 		$482K Buy
+7,914
New +$484K 0.01% 826

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return