Howe & Rusling’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Howe & Rusling’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	–	Sell	-44	Closed	-$3.38K	–	511
2026 Q1	$3.38K	Hold	44	–	–	﹤0.01%	452
2025 Q4	$3.23K	Buy	+44	New	+$3.26K	﹤0.01%	455
2025 Q3	–	Hold	0	–	–	–	452
2025 Q2	–	Sell	-389	Closed	-$25.3K	–	468
2025 Q1	$24.2K	Sell	389 -132	-25%	-$8.25K	﹤0.01%	346
2024 Q4	$31.8K	Buy	+521	New	+$33.1K	﹤0.01%	329

Other funds holding IPAC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Howe & Rusling's IPAC Position: Q2 2026 in Review

Howe & Rusling sold out of iShares Core MSCI Pacific ETF (IPAC) in Q2 2026, closing a stake of 44 shares — an estimated $3.38K sold.

Howe & Rusling first reported a position in IPAC in Q4 2024 and held it in 4 quarters. The position peaked at $31.8K in Q4 2024. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Howe & Rusling reported no remaining iShares Core MSCI Pacific ETF position as of Q2 2026 after selling out during the quarter.
Howe & Rusling sold 44 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $3.38K.
Howe & Rusling first reported a position in iShares Core MSCI Pacific ETF in Q4 2024 and held it in 4 quarters.
Howe & Rusling's iShares Core MSCI Pacific ETF position peaked at $31.8K in Q4 2024.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.