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

Integris 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	$5.96M	Sell	72,703 -3,710	-5%	-$302K	1.2%	18
2026 Q1	$5.85M	Sell	76,413 -1,543	-2%	-$121K	1.34%	18
2025 Q4	$5.71M	Sell	77,956 -626	-0.8%	-$46.4K	1.3%	19
2025 Q3	$5.77M	Sell	78,582 -528	-0.7%	-$37.5K	1.4%	18
2025 Q2	$5.43M	Sell	79,110 -841	-1%	-$54.7K	1.42%	18
2025 Q1	$4.98M	Sell	79,951 -40	-0.1%	-$2.5K	1.42%	18
2024 Q4	$4.89M	Sell	79,991 -514	-0.6%	-$32.7K	1.38%	18
2024 Q3	$5.36M	Sell	80,505 -1,024	-1%	-$64.6K	1.5%	18
2024 Q2	$4.99M	Sell	81,529 -5,140	-6%	-$316K	1.44%	19
2024 Q1	$5.49M	Sell	86,669 -1,967	-2%	-$120K	1.52%	19
2023 Q4	$5.27M	Sell	88,636 -1,815	-2%	-$102K	1.56%	19
2023 Q3	$5.03M	Sell	90,451 -4,647	-5%	-$266K	1.65%	18
2023 Q2	$5.46M	Sell	95,098 -3,167	-3%	-$181K	1.93%	13
2023 Q1	$5.56M	Sell	98,265 -1,279	-1%	-$71.4K	2.04%	13
2022 Q4	$5.34M	Buy	+99,544	New	+$5.14M	2.08%	12

Other funds holding IPAC

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 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

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return