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Financial Gravity Companies’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Financial Gravity Companies’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
Q2 		$4.07M Buy
+59,306
New +$3.86M 0.8% 34
2024
Q4 		$3.11M Buy
50,963
+7,490
+17% +$476K 0.71% 35
2024
Q3 		$2.89M Buy
+43,473
New +$2.74M 0.77% 31

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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 $49B AUM 17.78% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Gravity Companies's IPAC Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Core MSCI Pacific ETF (IPAC) in Q2 2025: 59,306 shares worth $4.07M. The stake represents 0.8% of the portfolio and ranks #34 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IPAC as recently as Q4 2024.

Financial Gravity Companies first reported a position in IPAC in Q3 2024 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold IPAC as of Q2 2025.

  • Financial Gravity Companies held 59,306 shares of iShares Core MSCI Pacific ETF worth $4.07M as of Q2 2025.
  • iShares Core MSCI Pacific ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Core MSCI Pacific ETF made up 0.8% of Financial Gravity Companies's portfolio in Q2 2025, its #34 holding.
  • Financial Gravity Companies first reported a position in iShares Core MSCI Pacific ETF in Q3 2024 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.