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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
Q2 		$16.6K Buy
+202
New +$16.4K ﹤0.01% 738
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 $9.54B AUM 19.86% 1-Year Est. Return
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 22.9% 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 $3.36B AUM 17.9% 1-Year Est. Return

Cape Investment Advisory's IPAC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Core MSCI Pacific ETF (IPAC) in Q2 2026: 202 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IPAC as recently as Q4 2025.

Cape Investment Advisory first reported a position in IPAC in Q4 2025 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Cape Investment Advisory held 202 shares of iShares Core MSCI Pacific ETF worth $16.6K as of Q2 2026.
  • iShares Core MSCI Pacific ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares Core MSCI Pacific ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #738 holding.
  • Cape Investment Advisory first reported a position in iShares Core MSCI Pacific ETF in Q4 2025 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.