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Cape Investment Advisory’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-215
Closed -$15.7K – 687
2025
Q4 		$15.7K Buy
+215
New +$15.9K ﹤0.01% 660

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Cape Investment Advisory's IPAC Position: Q1 2026 in Review

Cape Investment Advisory sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2026, closing a stake of 215 shares — an estimated $15.7K sold.

Cape Investment Advisory first reported a position in IPAC in Q4 2025 and held it in 1 quarter. The position peaked at $15.7K in Q4 2025. 175 funds tracked by Wall St. Rank hold IPAC as of Q1 2026.

  • Cape Investment Advisory reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 215 iShares Core MSCI Pacific ETF shares in Q1 2026, an estimated $15.7K.
  • Cape Investment Advisory first reported a position in iShares Core MSCI Pacific ETF in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's iShares Core MSCI Pacific ETF position peaked at $15.7K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.