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AlTi Global’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

AlTi Global’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
Q4 		– Sell
-6,890
Closed -$459K – 421
2024
Q3 		$459K Hold
6,890
– – 0.01% 284
2024
Q2 		$422K Hold
6,890
– – 0.01% 274
2024
Q1 		$436K Hold
6,890
– – 0.01% 271
2023
Q4 		$410K Buy
+6,890
New +$389K 0.01% 260

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AlTi Global's IPAC Position: Q4 2024 in Review

AlTi Global sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2024, closing a stake of 6,890 shares — an estimated $459K sold.

AlTi Global first reported a position in IPAC in Q4 2023 and held it in 4 quarters. The position peaked at $459K in Q3 2024. 139 funds tracked by Wall St. Rank hold IPAC as of Q4 2024.

  • AlTi Global reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2024 after selling out during the quarter.
  • AlTi Global sold 6,890 iShares Core MSCI Pacific ETF shares in Q4 2024, an estimated $459K.
  • AlTi Global first reported a position in iShares Core MSCI Pacific ETF in Q4 2023 and held it in 4 quarters.
  • AlTi Global's iShares Core MSCI Pacific ETF position peaked at $459K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2024.

Based on AlTi Global's 13F filing for Q4 2024, filed 14 Feb 2025.