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WealthOne’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

WealthOne’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
2019
Q3 		– Sell
-6,478
Closed -$361K – 95
2019
Q2 		$361K Sell
6,478
-255
-4% -$14.1K 0.26% 63
2019
Q1 		$375K Buy
6,733
+610
+10% +$33.1K 0.42% 44
2018
Q4 		$310K Buy
+6,123
New +$331K 0.27% 54

Other funds holding IPAC

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

WealthOne's IPAC Position: Q3 2019 in Review

WealthOne sold out of iShares Core MSCI Pacific ETF (IPAC) in Q3 2019, closing a stake of 6,478 shares — an estimated $361K sold.

WealthOne first reported a position in IPAC in Q4 2018 and held it in 3 quarters. The position peaked at $375K in Q1 2019. 100 funds tracked by Wall St. Rank hold IPAC as of Q3 2019.

  • WealthOne reported no remaining iShares Core MSCI Pacific ETF position as of Q3 2019 after selling out during the quarter.
  • WealthOne sold 6,478 iShares Core MSCI Pacific ETF shares in Q3 2019, an estimated $361K.
  • WealthOne first reported a position in iShares Core MSCI Pacific ETF in Q4 2018 and held it in 3 quarters.
  • WealthOne's iShares Core MSCI Pacific ETF position peaked at $375K in Q1 2019.
  • 100 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2019.

Based on WealthOne's 13F filing for Q3 2019, filed 14 Nov 2019.