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Richardson Financial Services’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Richardson Financial Services’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 		$1.5M Sell
18,257
-394
-2% -$32K 0.85% 25
2026
Q1 		$1.43M Sell
18,651
-778
-4% -$60.9K 0.89% 21
2025
Q4 		$1.43M Sell
19,429
-121
-0.6% -$8.97K 0.46% 24
2025
Q3 		$1.44M Sell
19,550
-10
-0.1% -$711 0.89% 22
2025
Q2 		$1.34M Sell
19,560
-2,007
-9% -$130K 0.9% 22
2025
Q1 		$1.34M Sell
21,567
-1,160
-5% -$72.5K 1.02% 18
2024
Q4 		$1.39M Sell
22,727
-1,359
-6% -$86.4K 0.98% 18
2024
Q3 		$1.48M Buy
24,086
+811
+3% +$51.2K 0.94% 21
2024
Q2 		$1.42M Sell
23,275
-101
-0.4% -$6.21K 1.03% 19
2024
Q1 		$1.48M Sell
23,376
-943
-4% -$57.4K 1.04% 19
2023
Q4 		$1.45M Buy
+24,319
New +$1.37M 1.27% 12

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $540M AUM 33.16% 1-Year Est. Return

Richardson Financial Services's IPAC Position: Q2 2026 in Review

Richardson Financial Services reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 2.1% in Q2 2026, selling an estimated $32K and leaving 18,257 shares worth $1.5M. The position accounts for 0.85% of the portfolio, ranked #25.

Richardson Financial Services first reported a position in IPAC in Q4 2023 and has held it in 11 quarters since. 135 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Richardson Financial Services held 18,257 shares of iShares Core MSCI Pacific ETF worth $1.5M as of Q2 2026.
  • Richardson Financial Services sold 394 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $32K.
  • iShares Core MSCI Pacific ETF made up 0.85% of Richardson Financial Services's portfolio in Q2 2026, its #25 holding.
  • Richardson Financial Services first reported a position in iShares Core MSCI Pacific ETF in Q4 2023 and has held it in 11 quarters since.
  • 135 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.