Principal Securities’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Principal Securities’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 Q2	–	Sell	-350	Closed	-$21.4K	–	3791
2025 Q1	$21.4K	Hold	350	–	–	﹤0.01%	2159
2024 Q4	$21.4K	Hold	350	–	–	﹤0.01%	2155
2024 Q3	$23.3K	Hold	350	–	–	﹤0.01%	2043
2024 Q2	$21.4K	Hold	350	–	–	﹤0.01%	2038
2024 Q1	$22.2K	Hold	350	–	–	﹤0.01%	1954
2023 Q4	$20.8K	Buy	+350	New	+$19.7K	﹤0.01%	1900

Other funds holding IPAC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities's IPAC Position: Q2 2025 in Review

Principal Securities sold out of iShares Core MSCI Pacific ETF (IPAC) in Q2 2025, closing a stake of 350 shares — an estimated $21.4K sold.

Principal Securities first reported a position in IPAC in Q4 2023 and held it in 6 quarters. The position peaked at $23.3K in Q3 2024. 147 funds tracked by Wall St. Rank hold IPAC as of Q2 2025.

Principal Securities reported no remaining iShares Core MSCI Pacific ETF position as of Q2 2025 after selling out during the quarter.
Principal Securities sold 350 iShares Core MSCI Pacific ETF shares in Q2 2025, an estimated $21.4K.
Principal Securities first reported a position in iShares Core MSCI Pacific ETF in Q4 2023 and held it in 6 quarters.
Principal Securities's iShares Core MSCI Pacific ETF position peaked at $23.3K in Q3 2024.
147 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.