Bogart Wealth LLC’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Bogart Wealth LLC’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
2026 Q2	$58.2K	Hold	710	–	–	﹤0.01%	502
2026 Q1	$54.3K	Hold	710	–	–	﹤0.01%	468
2025 Q4	$52K	Hold	710	–	–	﹤0.01%	460
2025 Q3	$52.1K	Hold	710	–	–	﹤0.01%	450
2025 Q2	$48.8K	Hold	710	–	–	﹤0.01%	454
2025 Q1	$44.2K	Hold	710	–	–	﹤0.01%	444
2024 Q4	$43.4K	Hold	710	–	–	﹤0.01%	435
2024 Q3	$47.3K	Hold	710	–	–	﹤0.01%	425
2024 Q2	$43.5K	Hold	710	–	–	﹤0.01%	429
2024 Q1	$45K	Hold	710	–	–	﹤0.01%	400
2023 Q4	$42.3K	Hold	710	–	–	﹤0.01%	400
2023 Q3	$39.5K	Hold	710	–	–	﹤0.01%	381
2023 Q2	$40.8K	Hold	710	–	–	﹤0.01%	364
2023 Q1	$40.2K	Hold	710	–	–	﹤0.01%	347
2022 Q4	$38.1K	Hold	710	–	–	﹤0.01%	335
2022 Q3	$34K	Hold	710	–	–	﹤0.01%	355
2022 Q2	$37K	Buy	+710	New	+$39.8K	﹤0.01%	328
2021 Q1	–	Sell	-1,736	Closed	-$111K	–	653
2020 Q4	$111K	Hold	1,736	–	–	0.02%	152
2020 Q3	$97K	Buy	+1,736	New	+$95.7K	0.02%	152

Other funds holding IPAC

BTI

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

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

EPM

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

Bogart Wealth LLC's IPAC Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares Core MSCI Pacific ETF (IPAC) position steady in Q2 2026 at 710 shares worth $58.2K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Bogart Wealth LLC first reported a position in IPAC in Q3 2020 and has held it in 19 quarters since. The position peaked at $111K in Q4 2020. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Bogart Wealth LLC held 710 shares of iShares Core MSCI Pacific ETF worth $58.2K as of Q2 2026.
Bogart Wealth LLC left its iShares Core MSCI Pacific ETF share count unchanged in Q2 2026.
iShares Core MSCI Pacific ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #502 holding.
Bogart Wealth LLC first reported a position in iShares Core MSCI Pacific ETF in Q3 2020 and has held it in 19 quarters since.
Bogart Wealth LLC's iShares Core MSCI Pacific ETF position peaked at $111K in Q4 2020.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.