United Capital Financial Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

United Capital Financial 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
2026 Q1	$6.02M	Sell	78,722 -2,990	-4%	-$234K	0.04%	324
2025 Q4	$5.98M	Sell	81,712 -870	-1%	-$64.5K	0.04%	324
2025 Q3	$6.06M	Sell	82,582 -1,167	-1%	-$83K	0.04%	271
2025 Q2	$5.75M	Sell	83,749 -5,481	-6%	-$356K	0.05%	261
2025 Q1	$5.55M	Sell	89,230 -3,370	-4%	-$211K	0.05%	261
2024 Q4	$5.66M	Sell	92,600 -1,001	-1%	-$63.6K	0.05%	244
2024 Q3	$6.23M	Sell	93,601 -1,303	-1%	-$82.2K	0.05%	234
2024 Q2	$5.81M	Buy	94,904 +452	+0.5%	+$27.8K	0.05%	240
2024 Q1	$5.98M	Sell	94,452 -7,978	-8%	-$486K	0.05%	253
2023 Q4	$6.1M	Sell	102,430 -27,771	-21%	-$1.57M	0.05%	263
2023 Q3	$7.24M	Sell	130,201 -5,267	-4%	-$301K	0.05%	258
2023 Q2	$7.78M	Sell	135,468 -17,641	-12%	-$1.01M	0.04%	267
2023 Q1	$8.66M	Sell	153,109 -8,771	-5%	-$490K	0.05%	257
2022 Q4	$8.69M	Sell	161,880 -19,863	-11%	-$1.03M	0.05%	262
2022 Q3	$8.71M	Sell	181,743 -13,153	-7%	-$692K	0.05%	258
2022 Q2	$10.1M	Sell	194,896 -13,302	-6%	-$746K	0.06%	255
2022 Q1	$12.7M	Sell	208,198 -6,011	-3%	-$368K	0.06%	248
2021 Q4	$13.7M	Buy	214,209 +3,412	+2%	+$224K	0.06%	248
2021 Q3	$14.1M	Sell	210,797 -4,121	-2%	-$277K	0.07%	233
2021 Q2	$14.3M	Sell	214,918 -5,524	-3%	-$372K	0.07%	233
2021 Q1	$14.7M	Sell	220,442 -18,166	-8%	-$1.21M	0.08%	221
2020 Q4	$15.4M	Sell	238,608 -6,023	-2%	-$363K	0.09%	204
2020 Q3	$13.8M	Buy	244,631 +6,169	+3%	+$340K	0.09%	211
2020 Q2	$12.6M	Buy	238,462 +11,748	+5%	+$593K	0.09%	222
2020 Q1	$10.5M	Buy	226,714 +17,356	+8%	+$934K	0.09%	226
2019 Q4	$12.2M	Buy	209,358 +26,521	+15%	+$1.54M	0.08%	275
2019 Q3	$10.3M	Buy	182,837 +45,662	+33%	+$2.52M	0.07%	287
2019 Q2	$7.64M	Buy	137,175 +49,023	+56%	+$2.72M	0.05%	339
2019 Q1	$4.9M	Buy	88,152 +54,670	+163%	+$2.96M	0.03%	419
2018 Q4	$1.7M	Buy	33,482 +6,401	+24%	+$346K	0.01%	595
2018 Q3	$1.59M	Sell	27,081 -905	-3%	-$52.3K	0.01%	656
2018 Q2	$1.61M	Sell	27,986 -991	-3%	-$59.3K	0.01%	641
2018 Q1	$1.74M	Sell	28,977 -2,348	-7%	-$143K	0.01%	629
2017 Q4	$1.87M	Sell	31,325 -4,642	-13%	-$273K	0.01%	608
2017 Q3	$2.03M	Sell	35,967 -1,359	-4%	-$75.5K	0.02%	568
2017 Q2	$2.02M	Sell	37,326 -4,299	-10%	-$230K	0.02%	569
2017 Q1	$2.19M	Sell	41,625 -1,185	-3%	-$61.2K	0.02%	544
2016 Q4	$2.09M	Sell	42,810 -6,681	-13%	-$335K	0.02%	559
2016 Q3	$2.52M	Buy	49,491 +4,164	+9%	+$205K	0.02%	529
2016 Q2	$2.13M	Buy	45,327 +4,740	+12%	+$223K	0.02%	535
2016 Q1	$1.88M	Buy	+40,587	New	+$1.81M	0.02%	548