Brandywine Oak Private Wealth’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Brandywine Oak Private 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	$672K	Sell	8,204 -823	-9%	-$66.9K	0.05%	141
2026 Q1	$691K	Sell	9,027 -366	-4%	-$28.6K	0.06%	135
2025 Q4	$688K	Sell	9,393 -53	-0.6%	-$3.93K	0.06%	132
2025 Q3	$694K	Hold	9,446	–	–	0.06%	131
2025 Q2	$649K	Hold	9,446	–	–	0.06%	129
2025 Q1	$588K	Hold	9,446	–	–	0.06%	136
2024 Q4	$577K	Hold	9,446	–	–	0.06%	138
2024 Q3	$629K	Hold	9,446	–	–	0.06%	133
2024 Q2	$578K	Hold	9,446	–	–	0.06%	135
2024 Q1	$598K	Sell	9,446 -290	-3%	-$17.7K	0.06%	137
2023 Q4	$579K	Hold	9,736	–	–	0.06%	133
2023 Q3	$541K	Hold	9,736	–	–	0.06%	140
2023 Q2	$559K	Hold	9,736	–	–	0.06%	144
2023 Q1	$551K	Hold	9,736	–	–	0.06%	150
2022 Q4	$523K	Sell	9,736 -1,917	-16%	-$99K	0.07%	153
2022 Q3	$558K	Sell	11,653 -2,145	-16%	-$113K	0.08%	143
2022 Q2	$717K	Sell	13,798 -757	-5%	-$42.4K	0.09%	135
2022 Q1	$886K	Buy	14,555 +1,179	+9%	+$72.2K	0.1%	140
2021 Q4	$868K	Sell	13,376 -140	-1%	-$9.21K	0.09%	149
2021 Q3	$905K	Buy	13,516 +852	+7%	+$57.2K	0.11%	136
2021 Q2	$840K	Buy	12,664 +119	+0.9%	+$8.01K	0.1%	140
2021 Q1	$835K	Sell	12,545 -221	-2%	-$14.7K	0.12%	108
2020 Q4	$822K	Hold	12,766	–	–	0.13%	102
2020 Q3	$719K	Sell	12,766 -1,511	-11%	-$83.3K	0.12%	104
2020 Q2	$752K	Sell	14,277 -287,971	-95%	-$14.5M	0.13%	97
2020 Q1	$14M	Sell	302,248 -37,616	-11%	-$2.02M	2.89%	9
2019 Q4	$19.9M	Sell	339,864 -36,202	-10%	-$2.1M	3.61%	9
2019 Q3	$21.1M	Buy	376,066 +9,022	+2%	+$499K	4%	7
2019 Q2	$20.4M	Sell	367,044 -44,121	-11%	-$2.44M	4.09%	7
2019 Q1	$22.9M	Buy	411,165 +89,328	+28%	+$4.84M	4.77%	3
2018 Q4	$16.8M	Buy	+321,837	New	+$17.4M	3.77%	6

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

Brandywine Oak Private Wealth's IPAC Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 9.1% in Q2 2026, selling an estimated $66.9K and leaving 8,204 shares worth $672K. The position accounts for 0.05% of the portfolio, ranked #141.

Brandywine Oak Private Wealth first reported a position in IPAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $22.9M in Q1 2019. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Brandywine Oak Private Wealth held 8,204 shares of iShares Core MSCI Pacific ETF worth $672K as of Q2 2026.
Brandywine Oak Private Wealth sold 823 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $66.9K.
iShares Core MSCI Pacific ETF made up 0.05% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #141 holding.
Brandywine Oak Private Wealth first reported a position in iShares Core MSCI Pacific ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's iShares Core MSCI Pacific ETF position peaked at $22.9M in Q1 2019.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.