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

NewEdge 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 Q2	$459K	Buy	5,608 +611	+12%	+$49.7K	﹤0.01%	2198
2026 Q1	$382K	Hold	4,997	–	–	﹤0.01%	2173
2025 Q4	$366K	Sell	4,997 -413	-8%	-$30.6K	﹤0.01%	2180
2025 Q3	$397K	Hold	5,410	–	–	﹤0.01%	1983
2025 Q2	$372K	Sell	5,410 -50	-0.9%	-$3.25K	﹤0.01%	1884
2025 Q1	$340K	Sell	5,460 -49	-0.9%	-$3.06K	﹤0.01%	1813
2024 Q4	$337K	Buy	5,509 +1,320	+32%	+$83.9K	﹤0.01%	1816
2024 Q3	$279K	Buy	+4,189	New	+$264K	﹤0.01%	1853
2019 Q3	–	Sell	-8,523	Closed	-$474K	–	835
2019 Q2	$474K	Sell	8,523 -1,115	-12%	-$61.8K	0.03%	411
2019 Q1	$536K	Sell	9,638 -779	-7%	-$42.2K	0.03%	379
2018 Q4	$527K	Sell	10,417 -10,370	-50%	-$561K	0.03%	362
2018 Q3	$1.22M	Buy	20,787 +2,925	+16%	+$169K	0.09%	205
2018 Q2	$1.01M	Buy	17,862 +2,741	+18%	+$164K	0.09%	209
2018 Q1	$887K	Buy	+15,121	New	+$920K	0.1%	194

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

NewEdge Advisors's IPAC Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Core MSCI Pacific ETF (IPAC) stake by 12% in Q2 2026, buying an estimated $49.7K and bringing the position to 5,608 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

NewEdge Advisors first reported a position in IPAC in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.22M in Q3 2018. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

NewEdge Advisors held 5,608 shares of iShares Core MSCI Pacific ETF worth $459K as of Q2 2026.
NewEdge Advisors bought 611 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $49.7K.
iShares Core MSCI Pacific ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2198 holding.
NewEdge Advisors first reported a position in iShares Core MSCI Pacific ETF in Q1 2018 and has held it in 14 quarters since.
NewEdge Advisors's iShares Core MSCI Pacific ETF position peaked at $1.22M in Q3 2018.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.