Belpointe Asset Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Belpointe Asset Management’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	$2.06M	Sell	25,132 -4,149	-14%	-$337K	0.07%	271
2026 Q1	$2.24M	Buy	29,281 +22,921	+360%	+$1.79M	0.08%	218
2025 Q4	$466K	Buy	6,360 +2,084	+49%	+$154K	0.02%	676
2025 Q3	$314K	Sell	4,276 -463	-10%	-$32.9K	0.01%	781
2025 Q2	$326K	Sell	4,739 -153	-3%	-$9.95K	0.01%	730
2025 Q1	$304K	Buy	+4,892	New	+$306K	0.02%	727
2023 Q2	–	Sell	-12	Closed	-$679	–	1927
2023 Q1	$679	Hold	12	–	–	﹤0.01%	3550
2022 Q4	$644	Buy	+12	New	+$620	﹤0.01%	3513
2022 Q1	–	Sell	-7,130	Closed	-$455K	–	1262
2021 Q4	$455K	Buy	7,130 +2,178	+44%	+$143K	0.03%	547
2021 Q3	$332K	Sell	4,952 -5,413	-52%	-$364K	0.02%	643
2021 Q2	$688K	Buy	+10,365	New	+$698K	0.05%	399
2020 Q2	–	Sell	-2,175	Closed	-$101K	–	750
2020 Q1	$101K	Buy	+2,175	New	+$117K	0.02%	615

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

Belpointe Asset Management's IPAC Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 14% in Q2 2026, selling an estimated $337K and leaving 25,132 shares worth $2.06M. The position accounts for 0.07% of the portfolio, ranked #271.

Belpointe Asset Management first reported a position in IPAC in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.24M in Q1 2026. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Belpointe Asset Management held 25,132 shares of iShares Core MSCI Pacific ETF worth $2.06M as of Q2 2026.
Belpointe Asset Management sold 4,149 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $337K.
iShares Core MSCI Pacific ETF made up 0.07% of Belpointe Asset Management's portfolio in Q2 2026, its #271 holding.
Belpointe Asset Management first reported a position in iShares Core MSCI Pacific ETF in Q1 2020 and has held it in 12 quarters since.
Belpointe Asset Management's iShares Core MSCI Pacific ETF position peaked at $2.24M in Q1 2026.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.