Presilium Private Wealth’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Presilium Private Wealth’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	$2.3M	Sell	28,089 -566	-2%	-$46K	0.35%	21
2026 Q1	$2.19M	Buy	28,655 +391	+1%	+$30.6K	0.39%	20
2025 Q4	$2.07M	Sell	28,264 -238	-0.8%	-$17.6K	0.38%	20
2025 Q3	$2.09M	Buy	28,502 +390	+1%	+$27.7K	0.4%	20
2025 Q2	$1.93M	Sell	28,112 -23,304	-45%	-$1.52M	0.4%	21
2025 Q1	$3.2M	Sell	51,416 -14,997	-23%	-$937K	0.72%	19
2024 Q4	$4.06M	Buy	66,413 +7,558	+13%	+$480K	0.93%	16
2024 Q3	$3.92M	Sell	58,855 -489	-0.8%	-$30.9K	0.9%	18
2024 Q2	$3.63M	Sell	59,344 -3,878	-6%	-$239K	0.92%	18
2024 Q1	$4M	Sell	63,222 -1,251	-2%	-$76.2K	1.06%	17
2023 Q4	$3.84M	Buy	64,473 +56,265	+685%	+$3.17M	1.09%	19
2023 Q3	$456K	Sell	8,208 -37	-0.4%	-$2.12K	0.15%	40
2023 Q2	$474K	Buy	8,245 +2,763	+50%	+$158K	0.16%	37
2023 Q1	$310K	Sell	5,482 -21	-0.4%	-$1.17K	0.12%	40
2022 Q4	$295K	Buy	+5,503	New	+$284K	0.12%	40

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

Presilium Private Wealth's IPAC Position: Q2 2026 in Review

Presilium Private Wealth reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 2% in Q2 2026, selling an estimated $46K and leaving 28,089 shares worth $2.3M. The position accounts for 0.35% of the portfolio, ranked #21.

Presilium Private Wealth first reported a position in IPAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.06M in Q4 2024. 187 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Presilium Private Wealth held 28,089 shares of iShares Core MSCI Pacific ETF worth $2.3M as of Q2 2026.
Presilium Private Wealth sold 566 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $46K.
iShares Core MSCI Pacific ETF made up 0.35% of Presilium Private Wealth's portfolio in Q2 2026, its #21 holding.
Presilium Private Wealth first reported a position in iShares Core MSCI Pacific ETF in Q4 2022 and has held it in 15 quarters since.
Presilium Private Wealth's iShares Core MSCI Pacific ETF position peaked at $4.06M in Q4 2024.
187 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.