CAPTRUST Financial Advisors
IPAC icon

CAPTRUST Financial Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$310K Hold
4,053
– – ﹤0.01% 2359
2025
Q4 		$297K Sell
4,053
-149
-4% -$11K ﹤0.01% 2262
2025
Q3 		$309K Buy
4,202
+38
+0.9% +$2.7K ﹤0.01% 2140
2025
Q2 		$286K Buy
4,164
+36
+0.9% +$2.34K ﹤0.01% 2088
2025
Q1 		$257K Buy
4,128
+236
+6% +$14.7K ﹤0.01% 2027
2024
Q4 		$238K Hold
3,892
– – ﹤0.01% 2049
2024
Q3 		$259K Sell
3,892
-344
-8% -$21.7K ﹤0.01% 1967
2024
Q2 		$259K Hold
4,236
– – ﹤0.01% 1893
2024
Q1 		$268K Sell
4,236
-882
-17% -$53.7K ﹤0.01% 1839
2023
Q4 		$305K Buy
5,118
+1,226
+32% +$69.1K ﹤0.01% 2100
2023
Q3 		$216K Hold
3,892
– – ﹤0.01% 2239
2023
Q2 		$224K Buy
3,892
+236
+6% +$13.5K ﹤0.01% 2184
2023
Q1 		$207K Buy
+3,656
New +$204K ﹤0.01% 2034

Other funds holding IPAC

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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return