GI
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Gradient Investments’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Gradient Investments’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
Q1 		– Sell
-456
Closed -$27.1K – 1531
2023
Q4 		$27.1K Hold
456
– – ﹤0.01% 657
2023
Q3 		$25.4K Hold
456
– – ﹤0.01% 633
2023
Q2 		$26.2K Hold
456
– – ﹤0.01% 637
2023
Q1 		$25.8K Hold
456
– – ﹤0.01% 629
2022
Q4 		$24.5K Buy
+456
New +$23.6K ﹤0.01% 654
2016
Q1 		– Sell
-150
Closed -$7K – 760
2015
Q4 		$7K Buy
+150
New +$7.21K ﹤0.01% 442

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return