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Oxford Financial Group’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Oxford Financial Group’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
Q1 		– Sell
-2,967
Closed -$181K – 281
2024
Q4 		$181K Buy
+2,967
New +$189K 0.01% 243

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Oxford Financial Group's IPAC Position: Q1 2025 in Review

Oxford Financial Group sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2025, closing a stake of 2,967 shares — an estimated $181K sold.

Oxford Financial Group first reported a position in IPAC in Q4 2024 and held it in 1 quarter. The position peaked at $181K in Q4 2024. 136 funds tracked by Wall St. Rank hold IPAC as of Q1 2025.

  • Oxford Financial Group reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2025 after selling out during the quarter.
  • Oxford Financial Group sold 2,967 iShares Core MSCI Pacific ETF shares in Q1 2025, an estimated $181K.
  • Oxford Financial Group first reported a position in iShares Core MSCI Pacific ETF in Q4 2024 and held it in 1 quarter.
  • Oxford Financial Group's iShares Core MSCI Pacific ETF position peaked at $181K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.