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 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%	-$37.5K	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

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

Integris Wealth Management's IPAC Position: Q2 2026 in Review

Integris Wealth Management reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 4.9% in Q2 2026, selling an estimated $302K and leaving 72,703 shares worth $5.96M. The position accounts for 1.2% of the portfolio, ranked #18.

Integris Wealth Management first reported a position in IPAC in Q4 2022 and has held it in 15 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Integris Wealth Management held 72,703 shares of iShares Core MSCI Pacific ETF worth $5.96M as of Q2 2026.
Integris Wealth Management sold 3,710 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $302K.
iShares Core MSCI Pacific ETF made up 1.2% of Integris Wealth Management's portfolio in Q2 2026, its #18 holding.
Integris Wealth Management first reported a position in iShares Core MSCI Pacific ETF in Q4 2022 and has held it in 15 quarters since.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.