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Atria Wealth Solutions’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-5,166
Closed -$316K – 1970
2024
Q4 		$316K Buy
+5,166
New +$328K ﹤0.01% 1519
2023
Q2 		– Sell
-13,268
Closed -$751K – 1930
2023
Q1 		$751K Hold
13,268
– – 0.01% 932
2022
Q4 		$712K Sell
13,268
-3,585
-21% -$185K 0.01% 915
2022
Q3 		$808K Sell
16,853
-685
-4% -$36K 0.01% 797
2022
Q2 		$912K Buy
17,538
+6,404
+58% +$359K 0.02% 736
2022
Q1 		$678K Buy
+11,134
New +$681K 0.01% 912

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return