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

Robertson Stephens 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 Q2	$2.78M	Sell	33,871 -1,079	-3%	-$87.7K	0.07%	179
2026 Q1	$2.67M	Sell	34,950 -3,671	-10%	-$287K	0.07%	179
2025 Q4	$2.83M	Sell	38,621 -507	-1%	-$37.6K	0.07%	176
2025 Q3	$2.87M	Sell	39,128 -844	-2%	-$60K	0.09%	145
2025 Q2	$2.75M	Sell	39,972 -6,149	-13%	-$400K	0.09%	154
2025 Q1	$2.87M	Sell	46,121 -755	-2%	-$47.2K	0.1%	157
2024 Q4	$2.86M	Sell	46,876 -3,349	-7%	-$213K	0.1%	162
2024 Q3	$3.34M	Buy	50,225 +40,335	+408%	+$2.55M	0.12%	146
2024 Q2	$605K	Hold	9,890	–	–	0.03%	301
2024 Q1	$626K	Sell	9,890 -255	-3%	-$15.5K	0.03%	305
2023 Q4	$604K	Sell	10,145 -55	-0.5%	-$3.1K	0.04%	281
2023 Q3	$567K	Sell	10,200 -475	-4%	-$27.2K	0.04%	286
2023 Q2	$613K	Sell	10,675 -5,135	-32%	-$294K	0.04%	256
2023 Q1	$894K	Hold	15,810	–	–	0.07%	209
2022 Q4	$849K	Buy	+15,810	New	+$817K	0.08%	197

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

Robertson Stephens Wealth Management's IPAC Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 3.1% in Q2 2026, selling an estimated $87.7K and leaving 33,871 shares worth $2.78M. The position accounts for 0.07% of the portfolio, ranked #179.

Robertson Stephens Wealth Management first reported a position in IPAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.34M in Q3 2024. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Robertson Stephens Wealth Management held 33,871 shares of iShares Core MSCI Pacific ETF worth $2.78M as of Q2 2026.
Robertson Stephens Wealth Management sold 1,079 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $87.7K.
iShares Core MSCI Pacific ETF made up 0.07% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #179 holding.
Robertson Stephens Wealth Management first reported a position in iShares Core MSCI Pacific ETF in Q4 2022 and has held it in 15 quarters since.
Robertson Stephens Wealth Management's iShares Core MSCI Pacific ETF position peaked at $3.34M in Q3 2024.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.