Pathstone Holdings’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Pathstone Holdings’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	$347K	Buy	4,231 +301	+8%	+$24.5K	﹤0.01%	2051
2026 Q1	$301K	Hold	3,930	–	–	﹤0.01%	1973
2025 Q4	$288K	Hold	3,930	–	–	﹤0.01%	1987
2025 Q3	$289K	Hold	3,930	–	–	﹤0.01%	2045
2025 Q2	$270K	Hold	3,930	–	–	﹤0.01%	1956
2025 Q1	$245K	Hold	3,930	–	–	﹤0.01%	1996
2024 Q4	$240K	Hold	3,930	–	–	﹤0.01%	2077
2024 Q3	$262K	Hold	3,930	–	–	﹤0.01%	2039
2024 Q2	$241K	Hold	3,930	–	–	﹤0.01%	2055
2024 Q1	$249K	Hold	3,930	–	–	﹤0.01%	2034
2023 Q4	$234K	Buy	+3,930	New	+$222K	﹤0.01%	1982

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

Pathstone Holdings's IPAC Position: Q2 2026 in Review

Pathstone Holdings increased its iShares Core MSCI Pacific ETF (IPAC) stake by 7.7% in Q2 2026, buying an estimated $24.5K and bringing the position to 4,231 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Pathstone Holdings first reported a position in IPAC in Q4 2023 and has held it in 11 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Pathstone Holdings held 4,231 shares of iShares Core MSCI Pacific ETF worth $347K as of Q2 2026.
Pathstone Holdings bought 301 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $24.5K.
iShares Core MSCI Pacific ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2051 holding.
Pathstone Holdings first reported a position in iShares Core MSCI Pacific ETF in Q4 2023 and has held it in 11 quarters since.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.