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

WealthStone’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
2021
Q1 		$1.18M Buy
17,675
+1,325
+8% +$88.4K 0.41% 39
2020
Q4 		$1.05M Sell
16,350
-13
-0.1% -$784 0.37% 38
2020
Q3 		$922K Buy
16,363
+85
+0.5% +$4.68K 0.42% 35
2020
Q2 		$858K Buy
16,278
+11,186
+220% +$565K 0.41% 35
2020
Q1 		$236K Sell
5,092
-7,115
-58% -$383K 0.24% 26
2019
Q4 		$710K Buy
12,207
+1,456
+14% +$84.6K 0.42% 20
2019
Q3 		$604K Buy
+10,751
New +$594K 0.32% 31
2019
Q2 		– Hold
0
– – – 76

Other funds holding IPAC

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 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
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

WealthStone's IPAC Position: Q1 2021 in Review

WealthStone increased its iShares Core MSCI Pacific ETF (IPAC) stake by 8.1% in Q1 2021, buying an estimated $88.4K and bringing the position to 17,675 shares worth $1.18M. The position accounts for 0.41% of the portfolio, ranked #39.

WealthStone first reported a position in IPAC in Q3 2019 and has held it in 7 quarters since. 112 funds tracked by Wall St. Rank hold IPAC as of Q1 2021.

  • WealthStone held 17,675 shares of iShares Core MSCI Pacific ETF worth $1.18M as of Q1 2021.
  • WealthStone bought 1,325 iShares Core MSCI Pacific ETF shares in Q1 2021, an estimated $88.4K.
  • iShares Core MSCI Pacific ETF made up 0.41% of WealthStone's portfolio in Q1 2021, its #39 holding.
  • WealthStone first reported a position in iShares Core MSCI Pacific ETF in Q3 2019 and has held it in 7 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.