BW
IPAC icon

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

Balance Wealth’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 		$201K Buy
+2,457
New +$200K 0.05% 162

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 22.9% 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 $3.36B AUM 17.9% 1-Year Est. Return

Balance Wealth's IPAC Position: Q2 2026 in Review

Balance Wealth opened a new position in iShares Core MSCI Pacific ETF (IPAC) in Q2 2026: 2,457 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #162 among its holdings.

188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Balance Wealth held 2,457 shares of iShares Core MSCI Pacific ETF worth $201K as of Q2 2026.
  • iShares Core MSCI Pacific ETF was a new Balance Wealth position in Q2 2026.
  • iShares Core MSCI Pacific ETF made up 0.05% of Balance Wealth's portfolio in Q2 2026, its #162 holding.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.