CVA Family Office’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

CVA Family Office’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 Q1	$83K	Hold	1,085	–	–	0.01%	491
2025 Q4	$79.4K	Hold	1,085	–	–	0.01%	467
2025 Q3	$79.7K	Hold	1,085	–	–	0.01%	461
2025 Q2	$74.5K	Hold	1,085	–	–	0.01%	465
2025 Q1	$67.5K	Hold	1,085	–	–	0.01%	459
2024 Q4	$66.3K	Hold	1,085	–	–	0.01%	463
2024 Q3	$72.3K	Hold	1,085	–	–	0.01%	438
2024 Q2	$66.4K	Hold	1,085	–	–	0.01%	437
2024 Q1	$68.7K	Hold	1,085	–	–	0.01%	427
2023 Q4	$64.6K	Buy	+1,085	New	+$61.2K	0.01%	418
2023 Q3	–	Sell	-1,085	Closed	-$62.3K	–	583
2023 Q2	$62.3K	Hold	1,085	–	–	0.01%	391
2023 Q1	$61.4K	Hold	1,085	–	–	0.01%	400
2022 Q4	$58.2K	Hold	1,085	–	–	0.01%	384
2022 Q3	$52K	Hold	1,085	–	–	0.01%	352
2022 Q2	$56K	Hold	1,085	–	–	0.02%	342
2022 Q1	$66K	Hold	1,085	–	–	0.02%	338
2021 Q4	$69K	Buy	+1,085	New	+$71.4K	0.02%	305
2021 Q3	–	Sell	-1,085	Closed	-$72K	–	598
2021 Q2	$72K	Hold	1,085	–	–	0.02%	294
2021 Q1	$72K	Buy	+1,085	New	+$72.4K	0.03%	227

Other funds holding IPAC

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

CVA Family Office's IPAC Position: Q1 2026 in Review

CVA Family Office held its iShares Core MSCI Pacific ETF (IPAC) position steady in Q1 2026 at 1,085 shares worth $83K. The position accounts for 0.01% of the portfolio, ranked #491.

CVA Family Office first reported a position in IPAC in Q1 2021 and has held it in 19 quarters since. 175 funds tracked by Wall St. Rank hold IPAC as of Q1 2026.

CVA Family Office held 1,085 shares of iShares Core MSCI Pacific ETF worth $83K as of Q1 2026.
CVA Family Office left its iShares Core MSCI Pacific ETF share count unchanged in Q1 2026.
iShares Core MSCI Pacific ETF made up 0.01% of CVA Family Office's portfolio in Q1 2026, its #491 holding.
CVA Family Office first reported a position in iShares Core MSCI Pacific ETF in Q1 2021 and has held it in 19 quarters since.
175 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.