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

Edgemoor 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	$435K	Hold	5,310	–	–	0.03%	136
2026 Q1	$406K	Hold	5,310	–	–	0.03%	129
2025 Q4	$389K	Hold	5,310	–	–	0.03%	132
2025 Q3	$390K	Hold	5,310	–	–	0.03%	136
2025 Q2	$365K	Hold	5,310	–	–	0.03%	133
2025 Q1	$330K	Sell	5,310 -5,310	-50%	-$332K	0.03%	132
2024 Q4	$649K	Hold	10,620	–	–	0.06%	107
2024 Q3	$707K	Hold	10,620	–	–	0.06%	103
2024 Q2	$650K	Sell	10,620 -1,700	-14%	-$105K	0.06%	101
2024 Q1	$780K	Hold	12,320	–	–	0.07%	95
2023 Q4	$733K	Sell	12,320 -2,000	-14%	-$113K	0.08%	96
2023 Q3	$796K	Buy	14,320 +3,700	+35%	+$212K	0.09%	93
2023 Q2	$610K	Buy	+10,620	New	+$607K	0.07%	102
2022 Q3	–	Sell	-14,690	Closed	-$764K	–	151
2022 Q2	$764K	Hold	14,690	–	–	0.1%	97
2022 Q1	$895K	Hold	14,690	–	–	0.09%	94
2021 Q4	$938K	Hold	14,690	–	–	0.1%	86
2021 Q3	$984K	Hold	14,690	–	–	0.11%	78
2021 Q2	$975K	Hold	14,690	–	–	0.09%	77
2021 Q1	$978K	Hold	14,690	–	–	0.1%	73
2020 Q4	$946K	Hold	14,690	–	–	0.11%	71
2020 Q3	$827K	Hold	14,690	–	–	0.1%	73
2020 Q2	$774K	Hold	14,690	–	–	0.1%	73
2020 Q1	$681K	Hold	14,690	–	–	0.11%	72
2019 Q4	$858K	Hold	14,690	–	–	0.1%	86
2019 Q3	$826K	Hold	14,690	–	–	0.1%	85
2019 Q2	$818K	Hold	14,690	–	–	0.1%	87
2019 Q1	$817K	Buy	+14,690	New	+$796K	0.11%	86

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 22.9% 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 $3.36B AUM 17.9% 1-Year Est. Return

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

Edgemoor Investment Advisors held its iShares Core MSCI Pacific ETF (IPAC) position steady in Q2 2026 at 5,310 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #136.

Edgemoor Investment Advisors first reported a position in IPAC in Q1 2019 and has held it in 27 quarters since. The position peaked at $984K in Q3 2021. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Edgemoor Investment Advisors held 5,310 shares of iShares Core MSCI Pacific ETF worth $435K as of Q2 2026.
Edgemoor Investment Advisors left its iShares Core MSCI Pacific ETF share count unchanged in Q2 2026.
iShares Core MSCI Pacific ETF made up 0.03% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #136 holding.
Edgemoor Investment Advisors first reported a position in iShares Core MSCI Pacific ETF in Q1 2019 and has held it in 27 quarters since.
Edgemoor Investment Advisors's iShares Core MSCI Pacific ETF position peaked at $984K in Q3 2021.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.