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

EverSource 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 Q3	$771K	Buy	+9,056	New	+$764K	0.02%	453
2025 Q3	–	Sell	-6	Closed	-$412	–	4404
2025 Q2	$412	Hold	6	–	–	﹤0.01%	3944
2025 Q1	$373	Hold	6	–	–	﹤0.01%	3549
2024 Q4	$367	Hold	6	–	–	﹤0.01%	3293
2024 Q3	$400	Hold	6	–	–	﹤0.01%	2907
2024 Q2	$381	Hold	6	–	–	﹤0.01%	2940
2024 Q1	$362	Hold	6	–	–	﹤0.01%	2768
2023 Q4	$357	Hold	6	–	–	﹤0.01%	2566
2023 Q3	$334	Hold	6	–	–	﹤0.01%	2428
2023 Q2	$345	Sell	6 -49	-89%	-$2.8K	﹤0.01%	2389
2023 Q1	$3.11K	Hold	55	–	–	﹤0.01%	1806
2022 Q4	$2.95K	Hold	55	–	–	﹤0.01%	1790
2022 Q3	$3K	Sell	55 -369	-87%	-$19.4K	﹤0.01%	1543
2022 Q2	$22K	Buy	424 +55	+15%	+$3.08K	0.01%	802
2022 Q1	$22K	Hold	369	–	–	0.01%	664
2021 Q4	$24K	Buy	+369	New	+$24.3K	0.01%	611

Other funds holding IPAC

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Elm Partners Management Philadelphia, Pennsylvania $3.56B AUM 10.96% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.51B AUM 13.63% 1-Year Est. Return

Mandatum Life Insurance Company Helsinki, Finland $572M AUM 25.76% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

EverSource Wealth Advisors's IPAC Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in iShares Core MSCI Pacific ETF (IPAC) in Q3 2026: 9,056 shares worth $771K. The stake represents 0.02% of the portfolio and ranks #453 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in IPAC as recently as Q2 2025.

EverSource Wealth Advisors first reported a position in IPAC in Q4 2021 and has held it in 16 quarters since. 148 funds tracked by Wall St. Rank hold IPAC as of Q3 2026.

EverSource Wealth Advisors held 9,056 shares of iShares Core MSCI Pacific ETF worth $771K as of Q3 2026.
iShares Core MSCI Pacific ETF was a new EverSource Wealth Advisors position in Q3 2026.
iShares Core MSCI Pacific ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q3 2026, its #453 holding.
EverSource Wealth Advisors first reported a position in iShares Core MSCI Pacific ETF in Q4 2021 and has held it in 16 quarters since.
148 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.