Cerity Partners
IPAC icon

Cerity Partners’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Cerity Partners’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
Q4 		– Sell
-4,017
Closed -$267K – 2514
2024
Q3 		$267K Buy
4,017
+71
+2% +$4.48K ﹤0.01% 2136
2024
Q2 		$242K Sell
3,946
-11,182
-74% -$688K ﹤0.01% 1929
2024
Q1 		$958K Buy
15,128
+2,354
+18% +$143K ﹤0.01% 1300
2023
Q4 		$760K Buy
12,774
+5,586
+78% +$315K ﹤0.01% 1092
2023
Q3 		$400K Sell
7,188
-4,024
-36% -$230K ﹤0.01% 1049
2023
Q2 		$644K Buy
11,212
+4,024
+56% +$230K ﹤0.01% 1085
2023
Q1 		$407K Buy
+7,188
New +$401K ﹤0.01% 1399

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

Cerity Partners's IPAC Position: Q4 2024 in Review

Cerity Partners sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2024, closing a stake of 4,017 shares — an estimated $267K sold.

Cerity Partners first reported a position in IPAC in Q1 2023 and held it in 7 quarters. The position peaked at $958K in Q1 2024. 139 funds tracked by Wall St. Rank hold IPAC as of Q4 2024.

  • Cerity Partners reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 4,017 iShares Core MSCI Pacific ETF shares in Q4 2024, an estimated $267K.
  • Cerity Partners first reported a position in iShares Core MSCI Pacific ETF in Q1 2023 and held it in 7 quarters.
  • Cerity Partners's iShares Core MSCI Pacific ETF position peaked at $958K in Q1 2024.
  • 139 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.