Dogwood Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Dogwood Wealth Management’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 Q2	$2.35M	Sell	28,683 -855	-3%	-$69.5K	0.93%	27
2026 Q1	$2.26M	Sell	29,538 -901	-3%	-$70.5K	0.98%	26
2025 Q4	$2.23M	Sell	30,439 -941	-3%	-$69.7K	0.98%	25
2025 Q3	$2.3M	Sell	31,380 -368	-1%	-$26.2K	1.05%	24
2025 Q2	$2.15M	Sell	31,748 -3,206	-9%	-$208K	1.05%	25
2025 Q1	$2.18M	Sell	34,954 -1,144	-3%	-$71.5K	1.14%	22
2024 Q4	$2.21M	Sell	36,098 -635	-2%	-$40.4K	1.17%	21
2024 Q3	$2.45M	Sell	36,733 -24,469	-40%	-$1.54M	1.41%	19
2024 Q2	$3.75M	Buy	61,202 +23,904	+64%	+$1.47M	2.31%	15
2024 Q1	$2.36M	Buy	37,298 +1,790	+5%	+$109K	1.6%	18
2023 Q4	$2.11M	Buy	+35,508	New	+$2M	1.65%	18

Other funds holding IPAC

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM