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

Addison 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
Q2 		$102K Sell
1,240
-1,305
-51% -$106K 0.05% 179
2026
Q1 		$195K Sell
2,545
-20
-0.8% -$1.56K 0.04% 225
2025
Q4 		$188K Sell
2,565
-20
-0.8% -$1.48K 0.04% 228
2025
Q3 		$190K Sell
2,585
-105
-4% -$7.47K 0.04% 227
2025
Q2 		$185K Hold
2,690
– – 0.05% 229
2025
Q1 		$167K Sell
2,690
-20
-0.7% -$1.25K 0.05% 231
2024
Q4 		$166K Hold
2,710
– – 0.05% 231
2024
Q3 		$180K Buy
2,710
+390
+17% +$24.6K 0.05% 230
2024
Q2 		$142K Hold
2,320
– – 0.05% 248
2024
Q1 		$147K Sell
2,320
-45
-2% -$2.74K 0.05% 241
2023
Q4 		$141K Buy
2,365
+410
+21% +$23.1K 0.05% 228
2023
Q3 		$109K Buy
1,955
+35
+2% +$2K 0.05% 240
2023
Q2 		$110K Hold
1,920
– – 0.05% 228
2023
Q1 		$109K Hold
1,920
– – 0.06% 216
2022
Q4 		$103K Buy
+1,920
New +$99.2K 0.06% 211

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Addison Advisors's IPAC Position: Q2 2026 in Review

Addison Advisors reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 51% in Q2 2026, selling an estimated $106K and leaving 1,240 shares worth $102K. The position accounts for 0.05% of the portfolio, ranked #179.

Addison Advisors first reported a position in IPAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $195K in Q1 2026. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Addison Advisors held 1,240 shares of iShares Core MSCI Pacific ETF worth $102K as of Q2 2026.
  • Addison Advisors sold 1,305 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $106K.
  • iShares Core MSCI Pacific ETF made up 0.05% of Addison Advisors's portfolio in Q2 2026, its #179 holding.
  • Addison Advisors first reported a position in iShares Core MSCI Pacific ETF in Q4 2022 and has held it in 15 quarters since.
  • Addison Advisors's iShares Core MSCI Pacific ETF position peaked at $195K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.