Hoxton Planning & Management
IPAC icon

Hoxton Planning & Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Hoxton Planning & Management’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
Q3 		$270K Buy
3,167
+58
+2% +$4.89K 0.07% 184
2026
Q2 		$255K Buy
3,109
+129
+4% +$10.5K 0.07% 198
2026
Q1 		$228K Buy
2,980
+62
+2% +$4.85K 0.07% 196
2025
Q4 		$214K Sell
2,918
-61
-2% -$4.52K 0.06% 207
2025
Q3 		$219K Sell
2,979
-71
-2% -$5.05K 0.07% 197
2025
Q2 		$210K Buy
+3,050
New +$198K 0.07% 195

Other funds holding IPAC

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Hoxton Planning & Management's IPAC Position: Q3 2026 in Review

Hoxton Planning & Management increased its iShares Core MSCI Pacific ETF (IPAC) stake by 1.9% in Q3 2026, buying an estimated $4.89K and bringing the position to 3,167 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #184.

Hoxton Planning & Management first reported a position in IPAC in Q2 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold IPAC as of Q3 2026.

  • Hoxton Planning & Management held 3,167 shares of iShares Core MSCI Pacific ETF worth $270K as of Q3 2026.
  • Hoxton Planning & Management bought 58 iShares Core MSCI Pacific ETF shares in Q3 2026, an estimated $4.89K.
  • iShares Core MSCI Pacific ETF made up 0.07% of Hoxton Planning & Management's portfolio in Q3 2026, its #184 holding.
  • Hoxton Planning & Management first reported a position in iShares Core MSCI Pacific ETF in Q2 2025 and has held it in 6 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.