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

Tiedemann 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 Q3	$383K	Hold	6,890	–	–	0.02%	192
2023 Q2	$396K	Hold	6,890	–	–	0.02%	181
2023 Q1	$390K	Hold	6,890	–	–	0.02%	179
2022 Q4	$370K	Hold	6,890	–	–	0.02%	178
2022 Q3	$330K	Hold	6,890	–	–	0.02%	179
2022 Q2	$359K	Hold	6,890	–	–	0.03%	177
2022 Q1	$419K	Hold	6,890	–	–	0.02%	202
2021 Q4	$440K	Hold	6,890	–	–	0.02%	199
2021 Q3	$462K	Hold	6,890	–	–	0.02%	199
2021 Q2	$457K	Hold	6,890	–	–	0.02%	241
2021 Q1	$459K	Hold	6,890	–	–	0.02%	220
2020 Q4	$444K	Hold	6,890	–	–	0.02%	213
2020 Q3	$388K	Hold	6,890	–	–	0.02%	243
2020 Q2	$363K	Hold	6,890	–	–	0.02%	234
2020 Q1	$319K	Buy	+6,890	New	+$371K	0.02%	233

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Tiedemann Advisors's IPAC Position: Q3 2023 in Review

Tiedemann Advisors held its iShares Core MSCI Pacific ETF (IPAC) position steady in Q3 2023 at 6,890 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #192.

Tiedemann Advisors first reported a position in IPAC in Q1 2020 and has held it in 15 quarters since. The position peaked at $462K in Q3 2021. 128 funds tracked by Wall St. Rank hold IPAC as of Q3 2023.

Tiedemann Advisors held 6,890 shares of iShares Core MSCI Pacific ETF worth $383K as of Q3 2023.
Tiedemann Advisors left its iShares Core MSCI Pacific ETF share count unchanged in Q3 2023.
iShares Core MSCI Pacific ETF made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #192 holding.
Tiedemann Advisors first reported a position in iShares Core MSCI Pacific ETF in Q1 2020 and has held it in 15 quarters since.
Tiedemann Advisors's iShares Core MSCI Pacific ETF position peaked at $462K in Q3 2021.
128 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.