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TCI Wealth Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-100
Closed -$5.66K – 1180
2023
Q1 		$5.66K Hold
100
– – ﹤0.01% 1445
2022
Q4 		$5.37K Hold
100
– – ﹤0.01% 1478
2022
Q3 		$5K Hold
100
– – ﹤0.01% 1468
2022
Q2 		$5K Hold
100
– – ﹤0.01% 1493
2022
Q1 		$6K Hold
100
– – ﹤0.01% 1426
2021
Q4 		$6K Hold
100
– – ﹤0.01% 1540
2021
Q3 		$7K Buy
+100
New +$6.72K ﹤0.01% 1359

Other funds holding IPAC

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

TCI Wealth Advisors's IPAC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q2 2023, closing a stake of 100 shares — an estimated $5.66K sold.

TCI Wealth Advisors first reported a position in IPAC in Q3 2021 and held it in 7 quarters. The position peaked at $7K in Q3 2021. 127 funds tracked by Wall St. Rank hold IPAC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 100 iShares Core MSCI Pacific ETF shares in Q2 2023, an estimated $5.66K.
  • TCI Wealth Advisors first reported a position in iShares Core MSCI Pacific ETF in Q3 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's iShares Core MSCI Pacific ETF position peaked at $7K in Q3 2021.
  • 127 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.