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

ORBA Wealth 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 		$994K Buy
12,129
+4,632
+62% +$377K 0.85% 34
2026
Q1 		$574K Sell
7,497
-3,677
-33% -$288K 0.68% 41
2025
Q4 		$818K Buy
11,174
+2,778
+33% +$206K 0.71% 38
2025
Q3 		$616K Buy
+8,396
New +$597K 0.51% 45

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
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

ORBA Wealth Advisors's IPAC Position: Q2 2026 in Review

ORBA Wealth Advisors increased its iShares Core MSCI Pacific ETF (IPAC) stake by 62% in Q2 2026, buying an estimated $377K and bringing the position to 12,129 shares worth $994K. The position accounts for 0.85% of the portfolio, ranked #34.

ORBA Wealth Advisors first reported a position in IPAC in Q3 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • ORBA Wealth Advisors held 12,129 shares of iShares Core MSCI Pacific ETF worth $994K as of Q2 2026.
  • ORBA Wealth Advisors bought 4,632 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $377K.
  • iShares Core MSCI Pacific ETF made up 0.85% of ORBA Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • ORBA Wealth Advisors first reported a position in iShares Core MSCI Pacific ETF in Q3 2025 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.