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Perigon Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Perigon Wealth Management’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 		– Sell
-70,763
Closed -$5.18M – 1358
2025
Q4 		$5.18M Buy
70,763
+885
+1% +$65.6K 0.09% 201
2025
Q3 		$5.13M Buy
69,878
+41,720
+148% +$2.97M 0.1% 183
2025
Q2 		$1.93M Buy
+28,158
New +$1.83M 0.05% 340

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Perigon Wealth Management's IPAC Position: Q1 2026 in Review

Perigon Wealth Management sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2026, closing a stake of 70,763 shares — an estimated $5.18M sold.

Perigon Wealth Management first reported a position in IPAC in Q2 2025 and held it in 3 quarters. The position peaked at $5.18M in Q4 2025. 176 funds tracked by Wall St. Rank hold IPAC as of Q1 2026.

  • Perigon Wealth Management reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 70,763 iShares Core MSCI Pacific ETF shares in Q1 2026, an estimated $5.18M.
  • Perigon Wealth Management first reported a position in iShares Core MSCI Pacific ETF in Q2 2025 and held it in 3 quarters.
  • Perigon Wealth Management's iShares Core MSCI Pacific ETF position peaked at $5.18M in Q4 2025.
  • 176 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.