CIA
IPAC icon

Concurrent Investment Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Concurrent Investment 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 		$632K Buy
7,715
+10
+0.1% +$813 0.01% 1271
2026
Q1 		$590K Hold
7,705
– – 0.01% 1128
2025
Q4 		$564K Hold
7,705
– – 0.01% 1094
2025
Q3 		$566K Buy
7,705
+426
+6% +$30.3K 0.01% 860
2025
Q2 		$500K Buy
+7,279
New +$473K 0.01% 846

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

Concurrent Investment Advisors's IPAC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Core MSCI Pacific ETF (IPAC) stake by 0.13% in Q2 2026, buying an estimated $813 and bringing the position to 7,715 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #1271.

Concurrent Investment Advisors first reported a position in IPAC in Q2 2025 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Concurrent Investment Advisors held 7,715 shares of iShares Core MSCI Pacific ETF worth $632K as of Q2 2026.
  • Concurrent Investment Advisors bought 10 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $813.
  • iShares Core MSCI Pacific ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1271 holding.
  • Concurrent Investment Advisors first reported a position in iShares Core MSCI Pacific ETF in Q2 2025 and has held it in 5 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.