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

Wealthquest’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
Q4 		$2.49M Sell
42,700
-4,113
-9% -$239K 0.71% 28
2019
Q3 		$2.63M Sell
46,813
-5,200
-10% -$287K 0.88% 26
2019
Q2 		$2.9M Sell
52,013
-7,368
-12% -$408K 1.09% 22
2019
Q1 		$3.3M Buy
59,381
+2,729
+5% +$148K 1.25% 19
2018
Q4 		$2.87M Buy
+56,652
New +$3.06M 1.17% 21

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 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

Wealthquest's IPAC Position: Q4 2019 in Review

Wealthquest reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 8.8% in Q4 2019, selling an estimated $239K and leaving 42,700 shares worth $2.49M. The position accounts for 0.71% of the portfolio, ranked #28.

Wealthquest first reported a position in IPAC in Q4 2018 and has held it in 5 quarters since. The position peaked at $3.3M in Q1 2019. 117 funds tracked by Wall St. Rank hold IPAC as of Q4 2019.

  • Wealthquest held 42,700 shares of iShares Core MSCI Pacific ETF worth $2.49M as of Q4 2019.
  • Wealthquest sold 4,113 iShares Core MSCI Pacific ETF shares in Q4 2019, an estimated $239K.
  • iShares Core MSCI Pacific ETF made up 0.71% of Wealthquest's portfolio in Q4 2019, its #28 holding.
  • Wealthquest first reported a position in iShares Core MSCI Pacific ETF in Q4 2018 and has held it in 5 quarters since.
  • Wealthquest's iShares Core MSCI Pacific ETF position peaked at $3.3M in Q1 2019.
  • 117 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2019.

Based on Wealthquest's 13F filing for Q4 2019, filed 18 Feb 2020.