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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 – 949
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 $8.81B AUM 10.88% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return