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	–	1969
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 $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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Wealth Solutions's IPAC Position: Q1 2025 in Review

Atria Wealth Solutions sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2025, closing a stake of 5,166 shares — an estimated $316K sold.

Atria Wealth Solutions first reported a position in IPAC in Q1 2022 and held it in 6 quarters. The position peaked at $912K in Q2 2022. 136 funds tracked by Wall St. Rank hold IPAC as of Q1 2025.

Atria Wealth Solutions reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 5,166 iShares Core MSCI Pacific ETF shares in Q1 2025, an estimated $316K.
Atria Wealth Solutions first reported a position in iShares Core MSCI Pacific ETF in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's iShares Core MSCI Pacific ETF position peaked at $912K in Q2 2022.
136 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.