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Concourse Financial Group Securities’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Concourse Financial Group Securities’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
-2,355
Closed -$145K – 1043
2024
Q4 		$145K Sell
2,355
-107
-4% -$6.8K 0.01% 832
2024
Q3 		$164K Buy
2,462
+9
+0.4% +$568 0.01% 787
2024
Q2 		$150K Buy
2,453
+27
+1% +$1.66K 0.01% 794
2024
Q1 		$154K Buy
2,426
+304
+14% +$18.5K 0.01% 774
2023
Q4 		$126K Sell
2,122
-146
-6% -$8.23K 0.01% 825
2023
Q3 		$126K Buy
2,268
+57
+3% +$3.26K 0.01% 770
2023
Q2 		$127K Sell
2,211
-4,626
-68% -$265K 0.01% 789
2023
Q1 		$387K Buy
6,837
+4,031
+144% +$225K 0.03% 488
2022
Q4 		$151K Buy
2,806
+762
+37% +$39.4K 0.01% 696
2022
Q3 		$98K Buy
+2,044
New +$108K 0.01% 728

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 $8.81B AUM 10.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Concourse Financial Group Securities's IPAC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2025, closing a stake of 2,355 shares — an estimated $145K sold.

Concourse Financial Group Securities first reported a position in IPAC in Q3 2022 and held it in 10 quarters. The position peaked at $387K in Q1 2023. 136 funds tracked by Wall St. Rank hold IPAC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,355 iShares Core MSCI Pacific ETF shares in Q1 2025, an estimated $145K.
  • Concourse Financial Group Securities first reported a position in iShares Core MSCI Pacific ETF in Q3 2022 and held it in 10 quarters.
  • Concourse Financial Group Securities's iShares Core MSCI Pacific ETF position peaked at $387K in Q1 2023.
  • 136 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.