Avantax Advisory Services’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Avantax Advisory Services’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 Q2	$275K	Sell	3,998 -1,413	-26%	-$91.9K	﹤0.01%	1988
2025 Q1	$337K	Sell	5,411 -32	-0.6%	-$2K	﹤0.01%	1756
2024 Q4	$333K	Sell	5,443 -247	-4%	-$15.7K	﹤0.01%	1713
2024 Q3	$379K	Sell	5,690 -663	-10%	-$41.8K	﹤0.01%	1596
2024 Q2	$389K	Buy	6,353 +401	+7%	+$24.7K	﹤0.01%	1534
2024 Q1	$377K	Buy	5,952 +686	+13%	+$41.8K	﹤0.01%	1175
2023 Q4	$313K	Sell	5,266 -383	-7%	-$21.6K	﹤0.01%	1214
2023 Q3	$314K	Buy	5,649 +405	+8%	+$23.2K	﹤0.01%	1173
2023 Q2	$301K	Buy	5,244 +690	+15%	+$39.5K	﹤0.01%	1183
2023 Q1	$258K	Sell	4,554 -2,337	-34%	-$131K	﹤0.01%	1237
2022 Q4	$370K	Sell	6,891 -2,409	-26%	-$124K	﹤0.01%	1004
2022 Q3	$446K	Sell	9,300 -8,238	-47%	-$433K	0.01%	826
2022 Q2	$912K	Sell	17,538 -2,113	-11%	-$118K	0.01%	576
2022 Q1	$1.2M	Sell	19,651 -3,364	-15%	-$206K	0.02%	496
2021 Q4	$1.47M	Buy	23,015 +3,936	+21%	+$259K	0.02%	422
2021 Q3	$1.28M	Buy	19,079 +2,890	+18%	+$194K	0.02%	423
2021 Q2	$1.07M	Buy	16,189 +1,277	+9%	+$86K	0.02%	456
2021 Q1	$992K	Sell	14,912 -633	-4%	-$42.2K	0.02%	431
2020 Q4	$1M	Buy	15,545 +2,650	+21%	+$160K	0.02%	389
2020 Q3	$729K	Buy	12,895 +260	+2%	+$14.3K	0.01%	651
2020 Q2	$665K	Buy	12,635 +1,548	+14%	+$78.2K	0.02%	420
2020 Q1	$514K	Buy	11,087 +7,553	+214%	+$406K	0.02%	434
2019 Q4	$207K	Buy	+3,534	New	+$205K	﹤0.01%	773

Other funds holding IPAC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Advisory Services's IPAC Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 26% in Q2 2025, selling an estimated $91.9K and leaving 3,998 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Avantax Advisory Services first reported a position in IPAC in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.47M in Q4 2021. 147 funds tracked by Wall St. Rank hold IPAC as of Q2 2025.

Avantax Advisory Services held 3,998 shares of iShares Core MSCI Pacific ETF worth $275K as of Q2 2025.
Avantax Advisory Services sold 1,413 iShares Core MSCI Pacific ETF shares in Q2 2025, an estimated $91.9K.
iShares Core MSCI Pacific ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1988 holding.
Avantax Advisory Services first reported a position in iShares Core MSCI Pacific ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's iShares Core MSCI Pacific ETF position peaked at $1.47M in Q4 2021.
147 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.