GIA
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Guyasuta Investment Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Guyasuta Investment Advisors’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 		$375K Buy
4,905
+828
+20% +$64.8K 0.02% 203
2025
Q4 		$298K Hold
4,077
– – 0.02% 220
2025
Q3 		$299K Hold
4,077
– – 0.02% 220
2025
Q2 		$280K Hold
4,077
– – 0.02% 222
2025
Q1 		$254K Hold
4,077
– – 0.02% 220
2024
Q4 		$249K Sell
4,077
-115
-3% -$7.31K 0.02% 238
2024
Q3 		$279K Hold
4,192
– – 0.02% 227
2024
Q2 		$249K Hold
4,192
– – 0.02% 217
2024
Q1 		$249K Hold
4,192
– – 0.02% 219
2023
Q4 		$249K Hold
4,192
– – 0.02% 219
2023
Q3 		$233K Hold
4,192
– – 0.02% 215
2023
Q2 		$241K Buy
+4,192
New +$240K 0.02% 216

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