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Invested Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Invested Advisors’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
Q1 		$692K Buy
9,049
+635
+8% +$49.7K 0.7% 33
2025
Q4 		$616K Buy
8,414
+4,656
+124% +$345K 0.64% 36
2025
Q3 		$229K Buy
+3,758
New +$267K 0.33% 89

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Invested Advisors's IPAC Position: Q1 2026 in Review

Invested Advisors increased its iShares Core MSCI Pacific ETF (IPAC) stake by 7.5% in Q1 2026, buying an estimated $49.7K and bringing the position to 9,049 shares worth $692K. The position accounts for 0.7% of the portfolio, ranked #33.

Invested Advisors first reported a position in IPAC in Q3 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold IPAC as of Q1 2026.

  • Invested Advisors held 9,049 shares of iShares Core MSCI Pacific ETF worth $692K as of Q1 2026.
  • Invested Advisors bought 635 iShares Core MSCI Pacific ETF shares in Q1 2026, an estimated $49.7K.
  • iShares Core MSCI Pacific ETF made up 0.7% of Invested Advisors's portfolio in Q1 2026, its #33 holding.
  • Invested Advisors first reported a position in iShares Core MSCI Pacific ETF in Q3 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2026.

Based on Invested Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.