Mather Group’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Mather Group’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	$53.6M	Sell	654,722 -3,760	-0.6%	-$306K	0.47%	30
2026 Q1	$50.4M	Buy	658,482 +2,560	+0.4%	+$200K	0.5%	29
2025 Q4	$48M	Buy	655,922 +19,716	+3%	+$1.46M	0.49%	31
2025 Q3	$46.7M	Sell	636,206 -17,261	-3%	-$1.23M	0.47%	32
2025 Q2	$44.9M	Buy	653,467 +53,769	+9%	+$3.5M	0.48%	29
2025 Q1	$37.3M	Sell	599,698 -9,311	-2%	-$582K	0.43%	33
2024 Q4	$37.2M	Buy	609,009 +12,058	+2%	+$766K	0.48%	30
2024 Q3	$39.8M	Sell	596,951 -23,024	-4%	-$1.45M	0.51%	31
2024 Q2	$39.3M	Buy	619,975 +66	+0%	+$4.06K	0.48%	28
2024 Q1	$36.9M	Sell	619,909 -3,180	-0.5%	-$194K	0.58%	25
2023 Q4	$37.1M	Buy	623,089 +26,751	+4%	+$1.51M	0.58%	25
2023 Q3	$33.2M	Buy	596,338 +41,488	+7%	+$2.37M	0.59%	26
2023 Q2	$31.9M	Buy	554,850 +3,615	+0.7%	+$207K	0.51%	27
2023 Q1	$31.2M	Sell	551,235 -28,043	-5%	-$1.57M	0.55%	25
2022 Q4	$31.1M	Buy	579,278 +17,634	+3%	+$911K	0.6%	23
2022 Q3	$26.9M	Buy	561,644 +207,711	+59%	+$10.9M	0.58%	23
2022 Q2	$18.4M	Buy	353,933 +90,360	+34%	+$5.07M	0.42%	27
2022 Q1	$16.1M	Buy	263,573 +95,104	+56%	+$5.82M	0.32%	31
2021 Q4	$10.8M	Buy	168,469 +6,184	+4%	+$407K	0.21%	50
2021 Q3	$10.9M	Sell	162,285 -2,955	-2%	-$199K	0.26%	35
2021 Q2	$11M	Sell	165,240 -5,128	-3%	-$345K	0.28%	36
2021 Q1	$11.3M	Sell	170,368 -5,227	-3%	-$349K	0.32%	27
2020 Q4	$11.3M	Sell	175,595 -2,261	-1%	-$136K	0.37%	24
2020 Q3	$10M	Buy	177,856 +3,781	+2%	+$208K	0.39%	24
2020 Q2	$9.17M	Sell	174,075 -52,460	-23%	-$2.65M	0.42%	22
2020 Q1	$10.5M	Buy	226,535 +151,889	+203%	+$8.17M	0.73%	22
2019 Q4	$4.36M	Sell	74,646 -1,219	-2%	-$70.8K	0.27%	40
2019 Q3	$4.26M	Sell	75,865 -1,973	-3%	-$109K	0.31%	39
2019 Q2	$4.33M	Sell	77,838 -2,686	-3%	-$149K	0.35%	35
2019 Q1	$4.48M	Sell	80,524 -3,102	-4%	-$168K	0.37%	24
2018 Q4	$4.23M	Buy	+83,626	New	+$4.52M	0.39%	24

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mather Group's IPAC Position: Q2 2026 in Review

Mather Group reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 0.57% in Q2 2026, selling an estimated $306K and leaving 654,722 shares worth $53.6M. The position accounts for 0.47% of the portfolio, ranked #30.

Mather Group first reported a position in IPAC in Q4 2018 and has held it in 31 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Mather Group held 654,722 shares of iShares Core MSCI Pacific ETF worth $53.6M as of Q2 2026.
Mather Group sold 3,760 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $306K.
iShares Core MSCI Pacific ETF made up 0.47% of Mather Group's portfolio in Q2 2026, its #30 holding.
Mather Group first reported a position in iShares Core MSCI Pacific ETF in Q4 2018 and has held it in 31 quarters since.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.