Brophy Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Brophy Wealth Management’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 Q3	$1.26M	Buy	+18,995	New	+$1.2M	0.45%	48

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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

Brophy Wealth Management's IPAC Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares Core MSCI Pacific ETF (IPAC) in Q3 2024: 18,995 shares worth $1.26M. The stake represents 0.45% of the portfolio and ranks #48 among its holdings.

133 funds tracked by Wall St. Rank hold IPAC as of Q3 2024.

Brophy Wealth Management held 18,995 shares of iShares Core MSCI Pacific ETF worth $1.26M as of Q3 2024.
iShares Core MSCI Pacific ETF was a new Brophy Wealth Management position in Q3 2024.
iShares Core MSCI Pacific ETF made up 0.45% of Brophy Wealth Management's portfolio in Q3 2024, its #48 holding.
133 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.