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Keel Point’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Keel Point’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
Q3 		– Sell
-3,122
Closed -$214K – 541
2025
Q2 		$214K Buy
+3,122
New +$203K 0.01% 476
2020
Q2 		– Sell
-13,970
Closed -$648K – 200
2020
Q1 		$648K Buy
13,970
+4,633
+50% +$249K 0.08% 99
2019
Q4 		$545K Buy
+9,337
New +$542K 0.06% 111
2018
Q4 		– Sell
-7,000
Closed -$412K – 217
2018
Q3 		$412K Buy
7,000
+1,080
+18% +$62.4K 0.05% 119
2018
Q2 		$341K Buy
+5,920
New +$354K 0.05% 123

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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