Creative Planning
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Creative Planning’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Creative Planning’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 		$5.34M Buy
65,203
+3,413
+6% +$277K ﹤0.01% 1358
2026
Q1 		$4.73M Buy
61,790
+2,944
+5% +$230K ﹤0.01% 1246
2025
Q4 		$4.31M Sell
58,846
-2,338
-4% -$173K ﹤0.01% 1115
2025
Q3 		$4.49M Buy
61,184
+6,933
+13% +$493K ﹤0.01% 949
2025
Q2 		$3.73M Sell
54,251
-2,028
-4% -$132K ﹤0.01% 910
2025
Q1 		$3.5M Buy
56,279
+4,023
+8% +$251K ﹤0.01% 857
2024
Q4 		$3.19M Sell
52,256
-3,099
-6% -$197K ﹤0.01% 869
2024
Q3 		$3.69M Sell
55,355
-2,675
-5% -$169K ﹤0.01% 758
2024
Q2 		$3.55M Buy
58,030
+8,975
+18% +$552K ﹤0.01% 748
2024
Q1 		$3.11M Buy
49,055
+267
+0.5% +$16.3K ﹤0.01% 788
2023
Q4 		$2.9M Sell
48,788
-906
-2% -$51.1K 0.01% 756
2023
Q3 		$2.76M Buy
49,694
+5,565
+13% +$319K ﹤0.01% 720
2023
Q2 		$2.53M Sell
44,129
-1,010
-2% -$57.8K ﹤0.01% 722
2023
Q1 		$2.55M Buy
45,139
+113
+0.3% +$6.31K ﹤0.01% 702
2022
Q4 		$2.42M Buy
45,026
+25
+0.1% +$1.29K ﹤0.01% 689
2022
Q3 		$2.16M Buy
45,001
+4,806
+12% +$253K ﹤0.01% 679
2022
Q2 		$2.09M Sell
40,195
-2,244
-5% -$126K ﹤0.01% 700
2022
Q1 		$2.58M Sell
42,439
-6,592
-13% -$403K ﹤0.01% 644
2021
Q4 		$3.13M Sell
49,031
-283
-0.6% -$18.6K 0.01% 554
2021
Q3 		$3.3M Sell
49,314
-28
-0.1% -$1.88K 0.01% 533
2021
Q2 		$3.27M Sell
49,342
-1,016
-2% -$68.4K 0.01% 515
2021
Q1 		$3.35M Sell
50,358
-3,102
-6% -$207K 0.01% 525
2020
Q4 		$3.44M Buy
+53,460
New +$3.22M 0.01% 474
2017
Q3 		– Sell
-1,056
Closed -$57K – 2776
2017
Q2 		$57K Hold
1,056
– – ﹤0.01% 2422
2017
Q1 		$56K Hold
1,056
– – ﹤0.01% 2396
2016
Q4 		$52K Buy
+1,056
New +$52.9K ﹤0.01% 2358

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

Creative Planning's IPAC Position: Q2 2026 in Review

Creative Planning increased its iShares Core MSCI Pacific ETF (IPAC) stake by 5.5% in Q2 2026, buying an estimated $277K and bringing the position to 65,203 shares worth $5.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Creative Planning first reported a position in IPAC in Q4 2016 and has held it in 26 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Creative Planning held 65,203 shares of iShares Core MSCI Pacific ETF worth $5.34M as of Q2 2026.
  • Creative Planning bought 3,413 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $277K.
  • iShares Core MSCI Pacific ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1358 holding.
  • Creative Planning first reported a position in iShares Core MSCI Pacific ETF in Q4 2016 and has held it in 26 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.