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Denver PWM’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Denver PWM’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 		$2.37M Sell
28,658
-9,096
-24% -$712K 0.81% 24
2025
Q4 		$2.59M Hold
37,754
– – 0.87% 23
2025
Q3 		$2.59M Buy
37,754
+30
+0.1% +$2.13K 0.81% 24
2025
Q2 		$2.59M Buy
37,724
+2,664
+8% +$173K 0.81% 24
2025
Q1 		$2.18M Buy
35,060
+4,604
+15% +$288K 0.79% 25
2024
Q4 		$1.86M Buy
30,456
+4,204
+16% +$267K 0.72% 28
2024
Q3 		$1.75M Buy
26,252
+1,335
+5% +$84.2K 0.66% 26
2024
Q2 		$1.53M Buy
24,917
+2,992
+14% +$184K 0.61% 27
2024
Q1 		$1.37M Buy
21,925
+1,201
+6% +$73.1K 0.53% 33
2023
Q4 		$1.21M Buy
+20,724
New +$1.17M 0.56% 30

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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