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

FDx 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	$3.14M	Buy	+41,044	New	+$3.21M	1%	31
2025 Q4	–	Sell	-45,835	Closed	-$3.42M	–	126
2025 Q3	$3.42M	Sell	45,835 -3,113	-6%	-$221K	1.03%	28
2025 Q2	$3.36M	Sell	48,948 -2,834	-5%	-$184K	1.03%	28
2025 Q1	$3.22M	Sell	51,782 -5,313	-9%	-$332K	1.05%	28
2024 Q4	$3.49M	Sell	57,095 -4,071	-7%	-$259K	1.02%	30
2024 Q3	$4.07M	Sell	61,166 -693	-1%	-$43.7K	1.11%	26
2024 Q2	$3.79M	Sell	61,859 -3,044	-5%	-$187K	1.05%	29
2024 Q1	$4.11M	Sell	64,903 -4,188	-6%	-$255K	0.62%	44
2023 Q4	$4.11M	Sell	69,091 -3,438	-5%	-$194K	0.32%	80
2023 Q3	$4.03M	Sell	72,529 -6,983	-9%	-$400K	0.33%	77
2023 Q2	$4.57M	Sell	79,512 -9,935	-11%	-$568K	0.25%	106
2023 Q1	$4.8M	Hold	89,447	–	–	0.21%	109
2022 Q4	$4.8M	Sell	89,447 -3,569	-4%	-$184K	0.21%	109
2022 Q3	$4.46M	Sell	93,016 -6,634	-7%	-$349K	0.2%	116
2022 Q2	$5.18M	Sell	99,650 -19,354	-16%	-$1.08M	0.19%	113
2022 Q1	$7.25M	Sell	119,004 -5,504	-4%	-$337K	0.25%	84
2021 Q4	$7.95M	Sell	124,508 -9,494	-7%	-$624K	0.22%	91
2021 Q3	$8.97M	Sell	134,002 -3,408	-2%	-$229K	0.29%	75
2021 Q2	$9.12M	Sell	137,410 -6,033	-4%	-$406K	0.3%	74
2021 Q1	$9.55M	Sell	143,443 -4,736	-3%	-$316K	0.36%	64
2020 Q4	$9.55M	Sell	148,179 -9,667	-6%	-$583K	0.39%	57
2020 Q3	$8.89M	Sell	157,846 -11,535	-7%	-$636K	0.42%	56
2020 Q2	$8.93M	Sell	169,381 -4,741	-3%	-$239K	0.47%	51
2020 Q1	$8.07M	Sell	174,122 -13,235	-7%	-$712K	0.52%	53
2019 Q4	$10.9M	Sell	187,357 -13,666	-7%	-$794K	0.6%	44
2019 Q3	$11.3M	Sell	201,023 -12,139	-6%	-$671K	0.78%	28
2019 Q2	$11.9M	Sell	213,162 -8,162	-4%	-$452K	0.47%	44
2019 Q1	$12.3M	Buy	+221,324	New	+$12M	0.5%	40

Other funds holding IPAC

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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 Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

FDx Advisors's IPAC Position: Q1 2026 in Review

FDx Advisors opened a new position in iShares Core MSCI Pacific ETF (IPAC) in Q1 2026: 41,044 shares worth $3.14M. The stake represents 1% of the portfolio and ranks #31 among its holdings. This is a return to the name: FDx Advisors previously reported a position in IPAC as recently as Q3 2025.

FDx Advisors first reported a position in IPAC in Q1 2019 and has held it in 28 quarters since. The position peaked at $12.3M in Q1 2019. 175 funds tracked by Wall St. Rank hold IPAC as of Q1 2026.

FDx Advisors held 41,044 shares of iShares Core MSCI Pacific ETF worth $3.14M as of Q1 2026.
iShares Core MSCI Pacific ETF was a new FDx Advisors position in Q1 2026.
iShares Core MSCI Pacific ETF made up 1% of FDx Advisors's portfolio in Q1 2026, its #31 holding.
FDx Advisors first reported a position in iShares Core MSCI Pacific ETF in Q1 2019 and has held it in 28 quarters since.
FDx Advisors's iShares Core MSCI Pacific ETF position peaked at $12.3M in Q1 2019.
175 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2026.

Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.