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Western Pacific Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Western Pacific Wealth Management’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
2024
Q2 		– Sell
-362
Closed -$22.9K – 265
2024
Q1 		$22.9K Buy
+362
New +$22K 0.02% 171

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Western Pacific Wealth Management's IPAC Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of iShares Core MSCI Pacific ETF (IPAC) in Q2 2024, closing a stake of 362 shares — an estimated $22.9K sold.

Western Pacific Wealth Management first reported a position in IPAC in Q1 2024 and held it in 1 quarter. The position peaked at $22.9K in Q1 2024. 134 funds tracked by Wall St. Rank hold IPAC as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining iShares Core MSCI Pacific ETF position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 362 iShares Core MSCI Pacific ETF shares in Q2 2024, an estimated $22.9K.
  • Western Pacific Wealth Management first reported a position in iShares Core MSCI Pacific ETF in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's iShares Core MSCI Pacific ETF position peaked at $22.9K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.