EWA
IPAC icon

ERTS Wealth Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

ERTS Wealth 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
Q1 		$16.1M Buy
209,892
+70,902
+51% +$5.55M 5.11% 7
2025
Q4 		$10.2M Buy
138,990
+2,699
+2% +$200K 3.19% 13
2025
Q3 		$10M Buy
136,291
+842
+0.6% +$59.9K 3.23% 13
2025
Q2 		$9.31M Sell
135,449
-85,816
-39% -$5.58M 3.21% 14
2025
Q1 		$13.8M Sell
221,265
-105,835
-32% -$6.61M 2.68% 13
2024
Q4 		$20M Buy
327,100
+29,962
+10% +$1.9M 3.77% 12
2024
Q3 		$19.8M Buy
+297,138
New +$18.8M 3.7% 12
2020
Q2 		– Sell
-8,841
Closed -$410K – 81
2020
Q1 		$410K Sell
8,841
-132,356
-94% -$7.12M 0.2% 55
2019
Q4 		$8.25M Buy
141,197
+12,249
+9% +$711K 3.71% 9
2019
Q3 		$7.25M Buy
128,948
+52,589
+69% +$2.91M 3.67% 9
2019
Q2 		$4.25M Buy
76,359
+13,794
+22% +$764K 2.35% 10
2019
Q1 		$3.48M Buy
62,565
+8,751
+16% +$474K 2.07% 11
2018
Q4 		$2.72M Buy
+53,814
New +$2.91M 1.95% 11

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Stifel Financial
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
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

ERTS Wealth Advisors's IPAC Position: Q1 2026 in Review

ERTS Wealth Advisors increased its iShares Core MSCI Pacific ETF (IPAC) stake by 51% in Q1 2026, buying an estimated $5.55M and bringing the position to 209,892 shares worth $16.1M. The position accounts for 5.11% of the portfolio, ranked #7.

ERTS Wealth Advisors first reported a position in IPAC in Q4 2018 and has held it in 13 quarters since. The position peaked at $20M in Q4 2024. 175 funds tracked by Wall St. Rank hold IPAC as of Q1 2026.

  • ERTS Wealth Advisors held 209,892 shares of iShares Core MSCI Pacific ETF worth $16.1M as of Q1 2026.
  • ERTS Wealth Advisors bought 70,902 iShares Core MSCI Pacific ETF shares in Q1 2026, an estimated $5.55M.
  • iShares Core MSCI Pacific ETF made up 5.11% of ERTS Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • ERTS Wealth Advisors first reported a position in iShares Core MSCI Pacific ETF in Q4 2018 and has held it in 13 quarters since.
  • ERTS Wealth Advisors's iShares Core MSCI Pacific ETF position peaked at $20M in Q4 2024.
  • 175 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.