FGC
IPAC icon

Financial Gravity Companies’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Financial Gravity Companies’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 		$5.39M Buy
+65,760
New +$5.35M 0.87% 30
2025
Q2 		$4.07M Buy
+59,306
New +$3.86M 0.8% 34
2024
Q4 		$3.11M Buy
50,963
+7,490
+17% +$476K 0.71% 35
2024
Q3 		$2.89M Buy
+43,473
New +$2.74M 0.77% 31

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Financial Gravity Companies's IPAC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares Core MSCI Pacific ETF (IPAC) in Q2 2026: 65,760 shares worth $5.39M. The stake represents 0.87% of the portfolio and ranks #30 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IPAC as recently as Q2 2025.

Financial Gravity Companies first reported a position in IPAC in Q3 2024 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Financial Gravity Companies held 65,760 shares of iShares Core MSCI Pacific ETF worth $5.39M as of Q2 2026.
  • iShares Core MSCI Pacific ETF was a new Financial Gravity Companies position in Q2 2026.
  • iShares Core MSCI Pacific ETF made up 0.87% of Financial Gravity Companies's portfolio in Q2 2026, its #30 holding.
  • Financial Gravity Companies first reported a position in iShares Core MSCI Pacific ETF in Q3 2024 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.