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Capital Analysts LLC’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Capital Analysts 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
2025
Q1 		– Sell
-347
Closed -$21K – 1406
2024
Q4 		$21K Hold
347
– – ﹤0.01% 931
2024
Q3 		$23K Hold
347
– – ﹤0.01% 877
2024
Q2 		$21K Buy
+347
New +$21.4K ﹤0.01% 847
2020
Q1 		– Sell
-467
Closed -$27K – 709
2019
Q4 		$27K Buy
467
+9
+2% +$523 ﹤0.01% 462
2019
Q3 		$25K Buy
+458
New +$25.3K ﹤0.01% 458

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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Capital Analysts LLC's IPAC Position: Q1 2025 in Review

Capital Analysts LLC sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2025, closing a stake of 347 shares — an estimated $21K sold.

Capital Analysts LLC first reported a position in IPAC in Q3 2019 and held it in 5 quarters. The position peaked at $27K in Q4 2019. 136 funds tracked by Wall St. Rank hold IPAC as of Q1 2025.

  • Capital Analysts LLC reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 347 iShares Core MSCI Pacific ETF shares in Q1 2025, an estimated $21K.
  • Capital Analysts LLC first reported a position in iShares Core MSCI Pacific ETF in Q3 2019 and held it in 5 quarters.
  • Capital Analysts LLC's iShares Core MSCI Pacific ETF position peaked at $27K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.