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

PAX Financial 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
Q1 		$1.68M Sell
21,972
-1,801
-8% -$141K 0.29% 66
2025
Q4 		$1.74M Sell
23,773
-2,137
-8% -$158K 0.3% 68
2025
Q3 		$1.9M Sell
25,910
-751
-3% -$53.4K 0.34% 63
2025
Q2 		$1.83M Sell
26,661
-4,754
-15% -$309K 0.35% 64
2025
Q1 		$1.96M Sell
31,415
-624
-2% -$39K 0.35% 66
2024
Q4 		$1.96M Sell
32,039
-929
-3% -$59K 0.35% 62
2024
Q3 		$2.2M Sell
32,968
-1,794
-5% -$113K 0.39% 57
2024
Q2 		$2.13M Buy
34,762
+794
+2% +$48.9K 0.42% 58
2024
Q1 		$2.15M Sell
33,968
-2,571
-7% -$157K 0.43% 55
2023
Q4 		$2.18M Sell
36,539
-2,806
-7% -$158K 0.45% 51
2023
Q3 		$2.19M Sell
39,345
-446
-1% -$25.5K 0.5% 46
2023
Q2 		$2.29M Sell
39,791
-1,458
-4% -$83.4K 0.52% 40
2023
Q1 		$2.33M Sell
41,249
-2,445
-6% -$137K 0.56% 39
2022
Q4 		$2.35M Buy
43,694
+262
+0.6% +$13.5K 0.6% 39
2022
Q3 		$2.08M Buy
43,432
+926
+2% +$48.7K 0.53% 43
2022
Q2 		$2.21M Buy
42,506
+1,614
+4% +$90.5K 0.56% 39
2022
Q1 		$2.49M Buy
40,892
+1,978
+5% +$121K 0.58% 34
2021
Q4 		$2.48M Buy
38,914
+3,474
+10% +$229K 0.56% 36
2021
Q3 		$2.37M Buy
35,440
+3,489
+11% +$234K 0.58% 29
2021
Q2 		$2.12M Buy
31,951
+656
+2% +$44.2K 0.54% 33
2021
Q1 		$2.08M Sell
31,295
-1,924
-6% -$128K 0.59% 32
2020
Q4 		$2.14M Sell
33,219
-1,891
-5% -$114K 0.67% 29
2020
Q3 		$1.98M Buy
35,110
+226
+0.6% +$12.5K 0.69% 26
2020
Q2 		$1.84M Buy
34,884
+151
+0.4% +$7.62K 0.7% 28
2020
Q1 		$1.68M Buy
34,733
+2,124
+7% +$114K 0.72% 25
2019
Q4 		$1.86M Buy
+32,609
New +$1.89M 0.8% 31

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

PAX Financial Group's IPAC Position: Q1 2026 in Review

PAX Financial Group reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 7.6% in Q1 2026, selling an estimated $141K and leaving 21,972 shares worth $1.68M. The position accounts for 0.29% of the portfolio, ranked #66.

PAX Financial Group first reported a position in IPAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.49M in Q1 2022. 175 funds tracked by Wall St. Rank hold IPAC as of Q1 2026.

  • PAX Financial Group held 21,972 shares of iShares Core MSCI Pacific ETF worth $1.68M as of Q1 2026.
  • PAX Financial Group sold 1,801 iShares Core MSCI Pacific ETF shares in Q1 2026, an estimated $141K.
  • iShares Core MSCI Pacific ETF made up 0.29% of PAX Financial Group's portfolio in Q1 2026, its #66 holding.
  • PAX Financial Group first reported a position in iShares Core MSCI Pacific ETF in Q4 2019 and has held it in 26 quarters since.
  • PAX Financial Group's iShares Core MSCI Pacific ETF position peaked at $2.49M in Q1 2022.
  • 175 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.