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Forum Finance Group’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Forum Finance Group’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 		$1.1M Buy
16,589
+6,172
+59% +$502K 0.4% 70
2026
Q1 		$645K Buy
+10,417
New +$815K 0.35% 69

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

Forum Finance Group's IPAC Position: Q2 2026 in Review

Forum Finance Group increased its iShares Core MSCI Pacific ETF (IPAC) stake by 59% in Q2 2026, buying an estimated $502K and bringing the position to 16,589 shares worth $1.1M. The position accounts for 0.4% of the portfolio, ranked #70.

Forum Finance Group first reported a position in IPAC in Q1 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Forum Finance Group held 16,589 shares of iShares Core MSCI Pacific ETF worth $1.1M as of Q2 2026.
  • Forum Finance Group bought 6,172 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $502K.
  • iShares Core MSCI Pacific ETF made up 0.4% of Forum Finance Group's portfolio in Q2 2026, its #70 holding.
  • Forum Finance Group first reported a position in iShares Core MSCI Pacific ETF in Q1 2026 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.