PAG
IPAC icon

Private Advisor Group’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Private Advisor 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
2026
Q1 		$361K Buy
4,716
+247
+6% +$19.3K ﹤0.01% 2067
2025
Q4 		$327K Buy
4,469
+299
+7% +$22.2K ﹤0.01% 2098
2025
Q3 		$306K Buy
4,170
+72
+2% +$5.12K ﹤0.01% 2073
2025
Q2 		$282K Buy
+4,098
New +$266K ﹤0.01% 2019
2024
Q1 		– Sell
-3,470
Closed -$207K – 2380
2023
Q4 		$207K Buy
3,470
+1,758
+103% +$99.1K ﹤0.01% 2029
2023
Q3 		$95.2K Buy
+1,712
New +$98K ﹤0.01% 1971
2022
Q1 		– Sell
-4,501
Closed -$287K – 2185
2021
Q4 		$287K Buy
+4,501
New +$296K ﹤0.01% 1747
2020
Q3 		– Sell
-413
Closed -$22K – 2499
2020
Q2 		$22K Buy
+413
New +$20.9K ﹤0.01% 2516

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return