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TFB Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

TFB Advisors’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
-3,094
Closed -$213K – 329
2025
Q2 		$213K Sell
3,094
-176
-5% -$11.4K 0.06% 323
2025
Q1 		$204K Sell
3,270
-132
-4% -$8.25K 0.06% 312
2024
Q4 		$208K Sell
3,402
-6
-0.2% -$381 0.06% 314
2024
Q3 		$227K Sell
3,408
-212
-6% -$13.4K 0.07% 285
2024
Q2 		$222K Buy
3,620
+109
+3% +$6.71K 0.07% 272
2024
Q1 		$212K Buy
+3,511
New +$214K 0.08% 255
2023
Q4 		– Sell
-3,776
Closed -$210K – 182
2023
Q3 		$210K Buy
3,776
+142
+4% +$8.13K 0.26% 100
2023
Q2 		$209K Buy
+3,634
New +$208K 0.09% 218

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