Pathstone Family Office’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Pathstone Family Office’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
2023 Q3	$219K	Buy	+3,930	New	+$225K	﹤0.01%	1460

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Pathstone Family Office's IPAC Position: Q3 2023 in Review

Pathstone Family Office opened a new position in iShares Core MSCI Pacific ETF (IPAC) in Q3 2023: 3,930 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1460 among its holdings.

128 funds tracked by Wall St. Rank hold IPAC as of Q3 2023.

Pathstone Family Office held 3,930 shares of iShares Core MSCI Pacific ETF worth $219K as of Q3 2023.
iShares Core MSCI Pacific ETF was a new Pathstone Family Office position in Q3 2023.
iShares Core MSCI Pacific ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1460 holding.
128 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.