CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

CAPTRUST Financial Advisors’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 		$381K Buy
4,653
+600
+15% +$48.8K ﹤0.01% 2389
2026
Q1 		$310K Hold
4,053
– – ﹤0.01% 2359
2025
Q4 		$297K Sell
4,053
-149
-4% -$11K ﹤0.01% 2262
2025
Q3 		$309K Buy
4,202
+38
+0.9% +$2.7K ﹤0.01% 2140
2025
Q2 		$286K Buy
4,164
+36
+0.9% +$2.34K ﹤0.01% 2088
2025
Q1 		$257K Buy
4,128
+236
+6% +$14.7K ﹤0.01% 2027
2024
Q4 		$238K Hold
3,892
– – ﹤0.01% 2049
2024
Q3 		$259K Sell
3,892
-344
-8% -$21.7K ﹤0.01% 1967
2024
Q2 		$259K Hold
4,236
– – ﹤0.01% 1893
2024
Q1 		$268K Sell
4,236
-882
-17% -$53.7K ﹤0.01% 1839
2023
Q4 		$305K Buy
5,118
+1,226
+32% +$69.1K ﹤0.01% 2100
2023
Q3 		$216K Hold
3,892
– – ﹤0.01% 2239
2023
Q2 		$224K Buy
3,892
+236
+6% +$13.5K ﹤0.01% 2184
2023
Q1 		$207K Buy
+3,656
New +$204K ﹤0.01% 2034

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 22.96% 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

CAPTRUST Financial Advisors's IPAC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares Core MSCI Pacific ETF (IPAC) stake by 15% in Q2 2026, buying an estimated $48.8K and bringing the position to 4,653 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

CAPTRUST Financial Advisors first reported a position in IPAC in Q1 2023 and has held it in 14 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • CAPTRUST Financial Advisors held 4,653 shares of iShares Core MSCI Pacific ETF worth $381K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 600 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $48.8K.
  • iShares Core MSCI Pacific ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2389 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares Core MSCI Pacific ETF in Q1 2023 and has held it in 14 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.