Sullivan, Bruyette, Speros & Blaney’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 Q1	$111K	Buy	+1,674	New	+$112K	﹤0.01%	400

Other funds holding IPAC

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's IPAC Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney opened a new position in iShares Core MSCI Pacific ETF (IPAC) in Q1 2021: 1,674 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings.

112 funds tracked by Wall St. Rank hold IPAC as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 1,674 shares of iShares Core MSCI Pacific ETF worth $111K as of Q1 2021.
iShares Core MSCI Pacific ETF was a new Sullivan, Bruyette, Speros & Blaney position in Q1 2021.
iShares Core MSCI Pacific ETF made up ﹤0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #400 holding.
112 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.