VisionPoint Advisory Group’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

VisionPoint Advisory 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 Q2	$634K	Sell	7,737 -321	-4%	-$26.1K	0.1%	221
2026 Q1	$617K	Buy	8,058 +15	+0.2%	+$1.17K	0.12%	201
2025 Q4	$589K	Buy	8,043 +41	+0.5%	+$3.04K	0.11%	187
2025 Q3	$588K	Sell	8,002 -492	-6%	-$35K	0.12%	179
2025 Q2	$584K	Buy	+8,494	New	+$552K	0.13%	172

Other funds holding IPAC

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return