ERTS Wealth Advisors, LLC IPAC Holdings History
ERTS Wealth Advisors, LLC's iShares Core MSCI Pacific ETF Holding Summary
As of 2025-03-31, ERTS Wealth Advisors, LLC held 221,265.00 shares of iShares Core MSCI Pacific ETF(IPAC), totaling $13.77 Mil. This investment constitutes 2.68% of their stock portfolio, and ERTS Wealth Advisors, LLC now holds 0.7% of the outstanding iShares Core MSCI Pacific ETF(IPAC) stock.
The initial trade took place in 2024Q3. And since then ERTS Wealth Advisors, LLC has made 2 purchases of IPAC, at an average price of $63.14, for a total of 327,100.00 shares. In addition, there have been 1 sales at an average price of $62.47 for 105,835.00 shares. Based on historical transaction data and IPAC's current price of $68.18, ERTS Wealth Advisors, LLC's estimated gain on his IPAC holdings is $1.05 Mil, reflecting a 5.06% gain to date.
ERTS Wealth Advisors, LLC IPAC ($68.18) Holding Chart
ERTS Wealth Advisors, LLC IPAC ($68.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
