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

Three Bridge 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
2024
Q2 		– Sell
-3,412
Closed -$216K – 93
2024
Q1 		$216K Buy
+3,412
New +$208K 0.09% 87

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 $9.05B AUM 13.04% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Three Bridge Wealth Advisors's IPAC Position: Q2 2024 in Review

Three Bridge Wealth Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q2 2024, closing a stake of 3,412 shares — an estimated $216K sold.

Three Bridge Wealth Advisors first reported a position in IPAC in Q1 2024 and held it in 1 quarter. The position peaked at $216K in Q1 2024. 134 funds tracked by Wall St. Rank hold IPAC as of Q2 2024.

  • Three Bridge Wealth Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q2 2024 after selling out during the quarter.
  • Three Bridge Wealth Advisors sold 3,412 iShares Core MSCI Pacific ETF shares in Q2 2024, an estimated $216K.
  • Three Bridge Wealth Advisors first reported a position in iShares Core MSCI Pacific ETF in Q1 2024 and held it in 1 quarter.
  • Three Bridge Wealth Advisors's iShares Core MSCI Pacific ETF position peaked at $216K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2024.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.