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Blue Trust Inc’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Blue Trust Inc’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 		$490M Sell
5,977,443
-150,462
-2% -$12.2M 5.13% 5
2026
Q1 		$469M Sell
6,127,905
-202,635
-3% -$15.9M 5.36% 6
2025
Q4 		$463M Sell
6,330,540
-487,752
-7% -$36.1M 5.24% 6
2025
Q3 		$501M Sell
6,818,292
-177,735
-3% -$12.6M 5.62% 5
2025
Q2 		$481M Sell
6,996,027
-243,999
-3% -$15.9M 5.67% 5
2025
Q1 		$451M Sell
7,240,026
-1,380
-0% -$86.2K 5.77% 4
2024
Q4 		$442M Sell
7,241,406
-659,434
-8% -$41.9M 5.67% 4
2024
Q3 		$484M Buy
7,900,840
+741,287
+10% +$46.8M 6.31% 2
2024
Q2 		$453M Sell
7,159,553
-103,488
-1% -$6.37M 6.21% 3
2024
Q1 		$460M Buy
7,263,041
+505,506
+7% +$30.8M 6.48% 3
2023
Q4 		$376M Buy
6,757,535
+1,937,858
+40% +$109M 6.03% 3
2023
Q3 		$277M Buy
4,819,677
+52,561
+1% +$3.01M 4.22% 9
2023
Q2 		$270M Buy
4,767,116
+154,907
+3% +$8.86M 4.28% 9
2023
Q1 		$248M Sell
4,612,209
-106,681
-2% -$5.96M 4.06% 9
2022
Q4 		$226M Sell
4,718,890
-117,183
-2% -$6.05M 4.05% 8
2022
Q3 		$251M Sell
4,836,073
-56,967
-1% -$3M 4.42% 8
2022
Q2 		$298M Buy
+4,893,040
New +$274M 4.64% 7

Other funds holding IPAC

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Blue Trust Inc's IPAC Position: Q2 2026 in Review

Blue Trust Inc reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 2.5% in Q2 2026, selling an estimated $12.2M and leaving 5,977,443 shares worth $490M. The position accounts for 5.13% of the portfolio, ranked #5.

Blue Trust Inc first reported a position in IPAC in Q2 2022 and has held it in 17 quarters since. The position peaked at $501M in Q3 2025. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Blue Trust Inc held 5,977,443 shares of iShares Core MSCI Pacific ETF worth $490M as of Q2 2026.
  • Blue Trust Inc sold 150,462 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $12.2M.
  • iShares Core MSCI Pacific ETF made up 5.13% of Blue Trust Inc's portfolio in Q2 2026, its #5 holding.
  • Blue Trust Inc first reported a position in iShares Core MSCI Pacific ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares Core MSCI Pacific ETF position peaked at $501M in Q3 2025.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.