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

Aptus Capital 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	$5.82K	Buy	71 +13	+22%	+$1.06K	﹤0.01%	1658
2026 Q1	$4.44K	Hold	58	–	–	﹤0.01%	1575
2025 Q4	$4.25K	Buy	58 +2	+4%	+$148	﹤0.01%	1563
2025 Q3	$4.11K	Hold	56	–	–	﹤0.01%	1495
2025 Q2	$3.85K	Buy	56 +3	+6%	+$195	﹤0.01%	1438
2025 Q1	$3.32K	Hold	53	–	–	﹤0.01%	1357
2024 Q4	$3.26K	Buy	53 +1	+2%	+$64	﹤0.01%	1356
2024 Q3	$3.46K	Buy	52 +44	+550%	+$2.78K	﹤0.01%	1158
2024 Q2	$490	Sell	8 -539	-99%	-$33.2K	﹤0.01%	1144
2024 Q1	$34.6K	Buy	+547	New	+$33.3K	﹤0.01%	928
2022 Q4	–	Sell	-100	Closed	-$5K	–	818
2022 Q3	$5K	Sell	100 -620	-86%	-$32.6K	﹤0.01%	703
2022 Q2	$37K	Hold	720	–	–	﹤0.01%	493
2022 Q1	$44K	Buy	720 +5	+0.7%	+$306	﹤0.01%	519
2021 Q4	$46K	Hold	715	–	–	﹤0.01%	431
2021 Q3	$48K	Hold	715	–	–	﹤0.01%	416
2021 Q2	$47K	Hold	715	–	–	﹤0.01%	431
2021 Q1	$48K	Buy	+715	New	+$47.7K	﹤0.01%	401

Other funds holding IPAC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Aptus Capital Advisors's IPAC Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Core MSCI Pacific ETF (IPAC) stake by 22% in Q2 2026, buying an estimated $1.06K and bringing the position to 71 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Aptus Capital Advisors first reported a position in IPAC in Q1 2021 and has held it in 17 quarters since. The position peaked at $48K in Q3 2021. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Aptus Capital Advisors held 71 shares of iShares Core MSCI Pacific ETF worth $5.82K as of Q2 2026.
Aptus Capital Advisors bought 13 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $1.06K.
iShares Core MSCI Pacific ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1658 holding.
Aptus Capital Advisors first reported a position in iShares Core MSCI Pacific ETF in Q1 2021 and has held it in 17 quarters since.
Aptus Capital Advisors's iShares Core MSCI Pacific ETF position peaked at $48K in Q3 2021.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.