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

Wingate Wealth 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
Q1 		– Sell
-857
Closed -$52.4K – 253
2024
Q4 		$52.4K Buy
+857
New +$54.5K 0.05% 214

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wingate Wealth Advisors's IPAC Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2025, closing a stake of 857 shares — an estimated $52.4K sold.

Wingate Wealth Advisors first reported a position in IPAC in Q4 2024 and held it in 1 quarter. The position peaked at $52.4K in Q4 2024. 136 funds tracked by Wall St. Rank hold IPAC as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 857 iShares Core MSCI Pacific ETF shares in Q1 2025, an estimated $52.4K.
  • Wingate Wealth Advisors first reported a position in iShares Core MSCI Pacific ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's iShares Core MSCI Pacific ETF position peaked at $52.4K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.