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Savvy Advisors Inc’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Savvy Advisors Inc’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 		$306K Buy
3,739
+99
+3% +$8.05K 0.01% 986
2026
Q1 		$278K Buy
3,640
+284
+8% +$22.2K 0.01% 909
2025
Q4 		$246K Buy
3,356
+20
+0.6% +$1.48K 0.01% 864
2025
Q3 		$245K Hold
3,336
– – 0.01% 707
2025
Q2 		$229K Buy
+3,336
New +$217K 0.02% 561

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
Charles Schwab
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
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
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

Savvy Advisors Inc's IPAC Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Core MSCI Pacific ETF (IPAC) stake by 2.7% in Q2 2026, buying an estimated $8.05K and bringing the position to 3,739 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #986.

Savvy Advisors Inc first reported a position in IPAC in Q2 2025 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Savvy Advisors Inc held 3,739 shares of iShares Core MSCI Pacific ETF worth $306K as of Q2 2026.
  • Savvy Advisors Inc bought 99 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $8.05K.
  • iShares Core MSCI Pacific ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #986 holding.
  • Savvy Advisors Inc first reported a position in iShares Core MSCI Pacific ETF in Q2 2025 and has held it in 5 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.