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Vident Investment Advisory’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Vident Investment Advisory’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 		– Sell
-41,515
Closed -$2.38M – 509
2023
Q2 		$2.38M Buy
41,515
+8,173
+25% +$467K 0.08% 272
2023
Q1 		$1.89M Buy
33,342
+6,423
+24% +$359K 0.06% 363
2022
Q4 		$1.44M Buy
26,919
+1,550
+6% +$80.1K 0.05% 389
2022
Q3 		$0 Sell
25,369
-8,856
-26% -$466K ﹤0.01% 1205
2022
Q2 		$1.78M Buy
34,225
+20,180
+144% +$1.13M 0.05% 436
2022
Q1 		$856K Buy
14,045
+9,474
+207% +$580K 0.02% 752
2021
Q4 		$291K Buy
+4,571
New +$301K 0.01% 1049
2020
Q4 		– Sell
-57,700
Closed -$3.25M – 917
2020
Q3 		$3.25M Buy
+57,700
New +$3.18M 0.16% 114

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Vident Investment Advisory's IPAC Position: Q3 2023 in Review

Vident Investment Advisory sold out of iShares Core MSCI Pacific ETF (IPAC) in Q3 2023, closing a stake of 41,515 shares — an estimated $2.38M sold.

Vident Investment Advisory first reported a position in IPAC in Q3 2020 and held it in 8 quarters. The position peaked at $3.25M in Q3 2020. 129 funds tracked by Wall St. Rank hold IPAC as of Q3 2023.

  • Vident Investment Advisory reported no remaining iShares Core MSCI Pacific ETF position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 41,515 iShares Core MSCI Pacific ETF shares in Q3 2023, an estimated $2.38M.
  • Vident Investment Advisory first reported a position in iShares Core MSCI Pacific ETF in Q3 2020 and held it in 8 quarters.
  • Vident Investment Advisory's iShares Core MSCI Pacific ETF position peaked at $3.25M in Q3 2020.
  • 129 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.