Integris Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Integris Wealth 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	$6.22M	Buy	73,042 +339	+0.5%	+$28.6K	1.19%	19
2026 Q2	$5.96M	Sell	72,703 -3,710	-5%	-$302K	1.2%	18
2026 Q1	$5.85M	Sell	76,413 -1,543	-2%	-$121K	1.34%	18
2025 Q4	$5.71M	Sell	77,956 -626	-0.8%	-$46.4K	1.3%	19
2025 Q3	$5.77M	Sell	78,582 -528	-0.7%	-$37.6K	1.4%	18
2025 Q2	$5.43M	Sell	79,110 -841	-1%	-$54.7K	1.42%	18
2025 Q1	$4.98M	Sell	79,951 -40	-0.1%	-$2.5K	1.42%	18
2024 Q4	$4.89M	Sell	79,991 -514	-0.6%	-$32.7K	1.38%	18
2024 Q3	$5.36M	Sell	80,505 -1,024	-1%	-$64.6K	1.5%	18
2024 Q2	$4.99M	Sell	81,529 -5,140	-6%	-$316K	1.44%	19
2024 Q1	$5.49M	Sell	86,669 -1,967	-2%	-$120K	1.52%	19
2023 Q4	$5.27M	Sell	88,636 -1,815	-2%	-$102K	1.56%	19
2023 Q3	$5.03M	Sell	90,451 -4,647	-5%	-$266K	1.65%	18
2023 Q2	$5.46M	Sell	95,098 -3,167	-3%	-$181K	1.93%	13
2023 Q1	$5.56M	Sell	98,265 -1,279	-1%	-$71.4K	2.04%	13
2022 Q4	$5.34M	Buy	+99,544	New	+$5.14M	2.08%	12

Other funds holding IPAC

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

FLI

Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Integris Wealth Management's IPAC Position: Q3 2026 in Review

Integris Wealth Management increased its iShares Core MSCI Pacific ETF (IPAC) stake by 0.47% in Q3 2026, buying an estimated $28.6K and bringing the position to 73,042 shares worth $6.22M. The position accounts for 1.19% of the portfolio, ranked #19.

Integris Wealth Management first reported a position in IPAC in Q4 2022 and has held it in 16 quarters since. 34 funds tracked by Wall St. Rank hold IPAC as of Q3 2026.

Integris Wealth Management held 73,042 shares of iShares Core MSCI Pacific ETF worth $6.22M as of Q3 2026.
Integris Wealth Management bought 339 iShares Core MSCI Pacific ETF shares in Q3 2026, an estimated $28.6K.
iShares Core MSCI Pacific ETF made up 1.19% of Integris Wealth Management's portfolio in Q3 2026, its #19 holding.
Integris Wealth Management first reported a position in iShares Core MSCI Pacific ETF in Q4 2022 and has held it in 16 quarters since.
34 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.