WealthShield Partners’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

WealthShield Partners’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 Q2	–	Sell	-45	Closed	-$2.55K	–	491
2023 Q1	$2.55K	Buy	+45	New	+$2.51K	﹤0.01%	471
2021 Q2	–	Sell	-85	Closed	-$6K	–	948
2021 Q1	$6K	Buy	+85	New	+$5.67K	﹤0.01%	918
2020 Q4	–	Sell	-682	Closed	-$38K	–	341
2020 Q3	$38K	Sell	682 -31	-4%	-$1.71K	0.01%	312
2020 Q2	$38K	Buy	713 +1	+0.1%	+$50	0.02%	258
2020 Q1	$33K	Buy	712 +133	+23%	+$7.15K	0.02%	202
2019 Q4	$34K	Hold	579	–	–	0.02%	222
2019 Q3	$33K	Buy	+579	New	+$32K	0.02%	211
2019 Q2	–	Sell	-512	Closed	-$28K	–	255
2019 Q1	$28K	Hold	512	–	–	0.02%	210
2018 Q4	$26K	Buy	+512	New	+$27.7K	0.02%	181

Other funds holding IPAC

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

WealthShield Partners's IPAC Position: Q2 2023 in Review

WealthShield Partners sold out of iShares Core MSCI Pacific ETF (IPAC) in Q2 2023, closing a stake of 45 shares — an estimated $2.55K sold.

WealthShield Partners first reported a position in IPAC in Q4 2018 and held it in 9 quarters. The position peaked at $38K in Q3 2020. 127 funds tracked by Wall St. Rank hold IPAC as of Q2 2023.

WealthShield Partners reported no remaining iShares Core MSCI Pacific ETF position as of Q2 2023 after selling out during the quarter.
WealthShield Partners sold 45 iShares Core MSCI Pacific ETF shares in Q2 2023, an estimated $2.55K.
WealthShield Partners first reported a position in iShares Core MSCI Pacific ETF in Q4 2018 and held it in 9 quarters.
WealthShield Partners's iShares Core MSCI Pacific ETF position peaked at $38K in Q3 2020.
127 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2023.

Based on WealthShield Partners's 13F filing for Q2 2023, filed 3 Aug 2023.