United Capital Financial Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Sell |
83,749
-5,481
| -6% | -$377K | 0.05% | 260 |
|
|
2025
Q1 | $5.55M | Sell |
89,230
-3,370
| -4% | -$210K | 0.05% | 260 |
|
|
2024
Q4 | $5.66M | Sell |
92,600
-1,001
| -1% | -$61.2K | 0.05% | 243 |
|
|
2024
Q3 | $6.23M | Sell |
93,601
-1,303
| -1% | -$86.8K | 0.05% | 234 |
|
|
2024
Q2 | $5.81M | Buy |
94,904
+452
| +0.5% | +$27.7K | 0.05% | 239 |
|
|
2024
Q1 | $5.98M | Sell |
94,452
-7,978
| -8% | -$505K | 0.05% | 252 |
|
|
2023
Q4 | $6.1M | Sell |
102,430
-27,771
| -21% | -$1.65M | 0.05% | 263 |
|
|
2023
Q3 | $7.24M | Sell |
130,201
-5,267
| -4% | -$293K | 0.05% | 258 |
|
|
2023
Q2 | $7.78M | Sell |
135,468
-17,641
| -12% | -$1.01M | 0.04% | 267 |
|
|
2023
Q1 | $8.66M | Sell |
153,109
-8,771
| -5% | -$496K | 0.05% | 257 |
|
|
2022
Q4 | $8.69M | Sell |
161,880
-19,863
| -11% | -$1.07M | 0.05% | 262 |
|
|
2022
Q3 | $8.71M | Sell |
181,743
-13,153
| -7% | -$631K | 0.05% | 258 |
|
|
2022
Q2 | $10.1M | Sell |
194,896
-13,302
| -6% | -$692K | 0.06% | 255 |
|
|
2022
Q1 | $12.7M | Sell |
208,198
-6,011
| -3% | -$366K | 0.06% | 248 |
|
|
2021
Q4 | $13.7M | Buy |
214,209
+3,412
| +2% | +$218K | 0.06% | 248 |
|
|
2021
Q3 | $14.1M | Sell |
210,797
-4,121
| -2% | -$276K | 0.07% | 233 |
|
|
2021
Q2 | $14.3M | Sell |
214,918
-5,524
| -3% | -$367K | 0.07% | 233 |
|
|
2021
Q1 | $14.7M | Sell |
220,442
-18,166
| -8% | -$1.21M | 0.08% | 221 |
|
|
2020
Q4 | $15.4M | Sell |
238,608
-6,023
| -2% | -$388K | 0.09% | 203 |
|
|
2020
Q3 | $13.8M | Buy |
244,631
+6,169
| +3% | +$347K | 0.09% | 211 |
|
|
2020
Q2 | $12.6M | Buy |
238,462
+11,748
| +5% | +$619K | 0.09% | 222 |
|
|
2020
Q1 | $10.5M | Buy |
226,714
+17,356
| +8% | +$805K | 0.09% | 225 |
|
|
2019
Q4 | $12.2M | Buy |
209,358
+26,521
| +15% | +$1.55M | 0.08% | 274 |
|
|
2019
Q3 | $10.3M | Buy |
182,837
+45,662
| +33% | +$2.57M | 0.07% | 286 |
|
|
2019
Q2 | $7.64M | Buy |
137,175
+49,023
| +56% | +$2.73M | 0.05% | 337 |
|
|
2019
Q1 | $4.9M | Buy |
88,152
+54,670
| +163% | +$3.04M | 0.03% | 417 |
|
|
2018
Q4 | $1.7M | Buy |
33,482
+6,401
| +24% | +$324K | 0.01% | 595 |
|
|
2018
Q3 | $1.59M | Sell |
27,081
-905
| -3% | -$53.3K | 0.01% | 656 |
|
|
2018
Q2 | $1.61M | Sell |
27,986
-991
| -3% | -$57.2K | 0.01% | 641 |
|
|
2018
Q1 | $1.74M | Sell |
28,977
-2,348
| -7% | -$141K | 0.01% | 629 |
|
|
2017
Q4 | $1.87M | Sell |
31,325
-4,642
| -13% | -$277K | 0.01% | 608 |
|
|
2017
Q3 | $2.03M | Sell |
35,967
-1,359
| -4% | -$76.8K | 0.02% | 568 |
|
|
2017
Q2 | $2.02M | Sell |
37,326
-4,299
| -10% | -$233K | 0.02% | 569 |
|
|
2017
Q1 | $2.19M | Sell |
41,625
-1,185
| -3% | -$62.4K | 0.02% | 544 |
|
|
2016
Q4 | $2.09M | Sell |
42,810
-6,681
| -13% | -$326K | 0.02% | 559 |
|
|
2016
Q3 | $2.52M | Buy |
49,491
+4,164
| +9% | +$212K | 0.02% | 529 |
|
|
2016
Q2 | $2.13M | Buy |
45,327
+4,740
| +12% | +$223K | 0.02% | 535 |
|
|
2016
Q1 | $1.88M | Buy |
+40,587
| New | +$1.88M | 0.02% | 548 |
|