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

WealthSource 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
2020
Q1 		– Sell
-13,544
Closed -$791K – 382
2019
Q4 		$791K Sell
13,544
-3,614
-21% -$210K 0.1% 165
2019
Q3 		$964K Buy
+17,158
New +$948K 0.14% 152

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

WealthSource Partners's IPAC Position: Q1 2020 in Review

WealthSource Partners sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2020, closing a stake of 13,544 shares — an estimated $791K sold.

WealthSource Partners first reported a position in IPAC in Q3 2019 and held it in 2 quarters. The position peaked at $964K in Q3 2019. 101 funds tracked by Wall St. Rank hold IPAC as of Q1 2020.

  • WealthSource Partners reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2020 after selling out during the quarter.
  • WealthSource Partners sold 13,544 iShares Core MSCI Pacific ETF shares in Q1 2020, an estimated $791K.
  • WealthSource Partners first reported a position in iShares Core MSCI Pacific ETF in Q3 2019 and held it in 2 quarters.
  • WealthSource Partners's iShares Core MSCI Pacific ETF position peaked at $964K in Q3 2019.
  • 101 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2020.

Based on WealthSource Partners's 13F filing for Q1 2020, filed 12 May 2020.