McCarter Private Wealth Services’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

McCarter Private Wealth Services’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	$1.44M	Sell	17,579 -4,548	-21%	-$370K	0.5%	59
2026 Q1	$1.69M	Buy	22,127 +3,808	+21%	+$298K	0.74%	41
2025 Q4	$1.34M	Buy	18,319 +10,116	+123%	+$750K	0.6%	45
2025 Q3	$602K	Sell	8,203 -547	-6%	-$38.9K	0.31%	67
2025 Q2	$601K	Buy	+8,750	New	+$569K	0.34%	63

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

McCarter Private Wealth Services's IPAC Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 21% in Q2 2026, selling an estimated $370K and leaving 17,579 shares worth $1.44M. The position accounts for 0.5% of the portfolio, ranked #59.

McCarter Private Wealth Services first reported a position in IPAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.69M in Q1 2026. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

McCarter Private Wealth Services held 17,579 shares of iShares Core MSCI Pacific ETF worth $1.44M as of Q2 2026.
McCarter Private Wealth Services sold 4,548 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $370K.
iShares Core MSCI Pacific ETF made up 0.5% of McCarter Private Wealth Services's portfolio in Q2 2026, its #59 holding.
McCarter Private Wealth Services first reported a position in iShares Core MSCI Pacific ETF in Q2 2025 and has held it in 5 quarters since.
McCarter Private Wealth Services's iShares Core MSCI Pacific ETF position peaked at $1.69M in Q1 2026.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.