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

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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

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

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

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

ORBA Wealth Advisors Chicago, Illinois $117M AUM 23.68% 1-Year Est. Return

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 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.

43 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.
43 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.