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 Q3	$1.5M	Buy	17,663 +4,586	+35%	+$387K	1.28%	18
2026 Q2	$1.07M	Buy	13,077 +4,028	+45%	+$327K	0.95%	26
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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Mandatum Life Insurance Company Helsinki, Finland $572M AUM 25.76% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

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

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Invested Advisors's IPAC Position: Q3 2026 in Review

Invested Advisors increased its iShares Core MSCI Pacific ETF (IPAC) stake by 35% in Q3 2026, buying an estimated $387K and bringing the position to 17,663 shares worth $1.5M. The position accounts for 1.28% of the portfolio, ranked #18.

Invested Advisors first reported a position in IPAC in Q3 2025 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold IPAC as of Q3 2026.

Invested Advisors held 17,663 shares of iShares Core MSCI Pacific ETF worth $1.5M as of Q3 2026.
Invested Advisors bought 4,586 iShares Core MSCI Pacific ETF shares in Q3 2026, an estimated $387K.
iShares Core MSCI Pacific ETF made up 1.28% of Invested Advisors's portfolio in Q3 2026, its #18 holding.
Invested Advisors first reported a position in iShares Core MSCI Pacific ETF in Q3 2025 and has held it in 5 quarters since.
98 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2026.

Based on Invested Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.