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

Fortis Capital 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
Q2 		$2.06M Sell
25,132
-4,149
-14% -$337K 0.23% 76
2026
Q1 		$2.24M Buy
29,281
+22,921
+360% +$1.79M 0.29% 54
2025
Q4 		$466K Buy
6,360
+2,084
+49% +$154K 0.07% 201
2025
Q3 		$314K Sell
4,276
-463
-10% -$32.9K 0.05% 225
2025
Q2 		$326K Sell
4,739
-147
-3% -$9.56K 0.06% 197
2025
Q1 		$304K Buy
+4,886
New +$305K 0.06% 205

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

Fortis Capital Advisors's IPAC Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 14% in Q2 2026, selling an estimated $337K and leaving 25,132 shares worth $2.06M. The position accounts for 0.23% of the portfolio, ranked #76.

Fortis Capital Advisors first reported a position in IPAC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.24M in Q1 2026. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Fortis Capital Advisors held 25,132 shares of iShares Core MSCI Pacific ETF worth $2.06M as of Q2 2026.
  • Fortis Capital Advisors sold 4,149 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $337K.
  • iShares Core MSCI Pacific ETF made up 0.23% of Fortis Capital Advisors's portfolio in Q2 2026, its #76 holding.
  • Fortis Capital Advisors first reported a position in iShares Core MSCI Pacific ETF in Q1 2025 and has held it in 6 quarters since.
  • Fortis Capital Advisors's iShares Core MSCI Pacific ETF position peaked at $2.24M in Q1 2026.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.