Elm Partners Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Elm Partners 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	$43.7M	Buy	533,830 +25,994	+5%	+$2.11M	1.57%	15
2026 Q1	$37.7M	Buy	507,836 +18,306	+4%	+$1.43M	1.63%	15
2025 Q4	$35.8M	Buy	489,530 +16,183	+3%	+$1.2M	1.63%	17
2025 Q3	$34.8M	Sell	473,347 -3,515	-0.7%	-$250K	1.74%	16
2025 Q2	$32.8M	Buy	476,862 +95,041	+25%	+$6.18M	1.9%	13
2025 Q1	$23.8M	Sell	381,821 -301,367	-44%	-$18.8M	1.53%	14
2024 Q4	$41.7M	Sell	683,188 -29,441	-4%	-$1.87M	2.85%	11
2024 Q3	$47.5M	Buy	712,629 +114,259	+19%	+$7.21M	3.39%	9
2024 Q2	$36.6M	Buy	598,370 +5,839	+1%	+$359K	2.81%	12
2024 Q1	$37.5M	Buy	592,531 +41,740	+8%	+$2.54M	2.97%	11
2023 Q4	$32.8M	Buy	550,791 +1,572	+0.3%	+$88.7K	2.98%	12
2023 Q3	$30.5M	Sell	549,219 -19,755	-3%	-$1.13M	3.16%	10
2023 Q2	$32.7M	Sell	568,974 -1,045	-0.2%	-$59.8K	3.29%	10
2023 Q1	$32.2M	Buy	570,019 +57,837	+11%	+$3.23M	3.39%	10
2022 Q4	$27.5M	Sell	512,182 -72,094	-12%	-$3.72M	3.18%	10
2022 Q3	$28M	Buy	584,276 +74,385	+15%	+$3.91M	3.78%	10
2022 Q2	$26.5M	Buy	509,891 +90,777	+22%	+$5.09M	3.46%	10
2022 Q1	$25.5M	Sell	419,114 -21,168	-5%	-$1.3M	3.23%	12
2021 Q4	$28.1M	Buy	440,282 +29,786	+7%	+$1.96M	3.47%	12
2021 Q3	$27.5M	Sell	410,496 -2,406	-0.6%	-$162K	3.67%	9
2021 Q2	$27.4M	Sell	412,902 -4,888	-1%	-$329K	3.61%	9
2021 Q1	$27.8M	Sell	417,790 -6,834	-2%	-$456K	3.96%	8
2020 Q4	$27.4M	Sell	424,624 -5,311	-1%	-$320K	4.09%	8
2020 Q3	$24.2M	Sell	429,935 -12,384	-3%	-$682K	4.07%	8
2020 Q2	$23.3M	Sell	442,319 -9,861	-2%	-$498K	4.16%	7
2020 Q1	$21M	Buy	452,180 +263,139	+139%	+$14.2M	4.61%	8
2019 Q4	$10.6M	Buy	189,041 +26,600	+16%	+$1.54M	2.33%	10
2019 Q3	$9.13M	Buy	162,441 +55,489	+52%	+$3.07M	2.07%	12
2019 Q2	$5.95M	Buy	106,952 +18,659	+21%	+$1.03M	1.33%	24
2019 Q1	$4.91M	Buy	88,293 +55,158	+166%	+$2.99M	1.32%	25
2018 Q4	$1.68M	Buy	+33,135	New	+$1.79M	0.58%	22

Other funds holding IPAC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

ES4 LLC Newport Beach, California $190M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Elm Partners Management's IPAC Position: Q2 2026 in Review

Elm Partners Management increased its iShares Core MSCI Pacific ETF (IPAC) stake by 5.1% in Q2 2026, buying an estimated $2.11M and bringing the position to 533,830 shares worth $43.7M. The position accounts for 1.57% of the portfolio, ranked #15.

Elm Partners Management first reported a position in IPAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $47.5M in Q3 2024. 66 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Elm Partners Management held 533,830 shares of iShares Core MSCI Pacific ETF worth $43.7M as of Q2 2026.
Elm Partners Management bought 25,994 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $2.11M.
iShares Core MSCI Pacific ETF made up 1.57% of Elm Partners Management's portfolio in Q2 2026, its #15 holding.
Elm Partners Management first reported a position in iShares Core MSCI Pacific ETF in Q4 2018 and has held it in 31 quarters since.
Elm Partners Management's iShares Core MSCI Pacific ETF position peaked at $47.5M in Q3 2024.
66 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.