Dogwood Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Dogwood Wealth Management’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	$2.35M	Sell	28,683 -855	-3%	-$69.5K	0.93%	27
2026 Q1	$2.26M	Sell	29,538 -901	-3%	-$70.5K	0.98%	26
2025 Q4	$2.23M	Sell	30,439 -941	-3%	-$69.7K	0.98%	25
2025 Q3	$2.3M	Sell	31,380 -368	-1%	-$26.2K	1.05%	24
2025 Q2	$2.15M	Sell	31,748 -3,206	-9%	-$208K	1.05%	25
2025 Q1	$2.18M	Sell	34,954 -1,144	-3%	-$71.5K	1.14%	22
2024 Q4	$2.21M	Sell	36,098 -635	-2%	-$40.4K	1.17%	21
2024 Q3	$2.45M	Sell	36,733 -24,469	-40%	-$1.54M	1.41%	19
2024 Q2	$3.75M	Buy	61,202 +23,904	+64%	+$1.47M	2.31%	15
2024 Q1	$2.36M	Buy	37,298 +1,790	+5%	+$109K	1.6%	18
2023 Q4	$2.11M	Buy	+35,508	New	+$2M	1.65%	18

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

Dogwood Wealth Management's IPAC Position: Q2 2026 in Review

Dogwood Wealth Management reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 2.9% in Q2 2026, selling an estimated $69.5K and leaving 28,683 shares worth $2.35M. The position accounts for 0.93% of the portfolio, ranked #27.

Dogwood Wealth Management first reported a position in IPAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.75M in Q2 2024. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Dogwood Wealth Management held 28,683 shares of iShares Core MSCI Pacific ETF worth $2.35M as of Q2 2026.
Dogwood Wealth Management sold 855 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $69.5K.
iShares Core MSCI Pacific ETF made up 0.93% of Dogwood Wealth Management's portfolio in Q2 2026, its #27 holding.
Dogwood Wealth Management first reported a position in iShares Core MSCI Pacific ETF in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's iShares Core MSCI Pacific ETF position peaked at $3.75M in Q2 2024.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.