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

Corient 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	$730K	Buy	8,906 +148	+2%	+$12K	﹤0.01%	1990
2026 Q1	$670K	Sell	8,758 -220	-2%	-$17.2K	﹤0.01%	1873
2025 Q4	$657K	Sell	8,978 -563	-6%	-$41.7K	﹤0.01%	1727
2025 Q3	$701K	Sell	9,541 -103	-1%	-$7.33K	﹤0.01%	1611
2025 Q2	$663K	Sell	9,644 -100	-1%	-$6.5K	﹤0.01%	1556
2025 Q1	$606K	Hold	9,744	–	–	﹤0.01%	1508
2024 Q4	$595K	Buy	9,744 +170	+2%	+$10.8K	﹤0.01%	1524
2024 Q3	$638K	Sell	9,574 -170	-2%	-$10.7K	﹤0.01%	1610
2024 Q2	$597K	Buy	9,744 +154	+2%	+$9.48K	﹤0.01%	1552
2024 Q1	$607K	Buy	9,590 +162	+2%	+$9.87K	﹤0.01%	1534
2023 Q4	$561K	Hold	9,428	–	–	﹤0.01%	1561
2023 Q3	$524K	Hold	9,428	–	–	﹤0.01%	1476
2023 Q2	$541K	Sell	9,428 -26	-0.3%	-$1.49K	﹤0.01%	1416
2023 Q1	$535K	Buy	+9,454	New	+$528K	﹤0.01%	1351

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

Corient Private Wealth's IPAC Position: Q2 2026 in Review

Corient Private Wealth increased its iShares Core MSCI Pacific ETF (IPAC) stake by 1.7% in Q2 2026, buying an estimated $12K and bringing the position to 8,906 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Corient Private Wealth 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.

Corient Private Wealth held 8,906 shares of iShares Core MSCI Pacific ETF worth $730K as of Q2 2026.
Corient Private Wealth bought 148 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $12K.
iShares Core MSCI Pacific ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1990 holding.
Corient Private Wealth 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 Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.