Valley Wealth Managers’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Valley Wealth Managers’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 Q3	$11.9M	Sell	140,216 -42,076	-23%	-$3.55M	0.68%	47
2026 Q2	$14.9M	Sell	182,292 -2,137	-1%	-$174K	0.86%	42
2026 Q1	$14.1M	Buy	184,429 +10,691	+6%	+$837K	0.91%	44
2025 Q4	$12.7M	Buy	173,738 +11,008	+7%	+$816K	0.82%	44
2025 Q3	$11.9M	Buy	162,730 +4,059	+3%	+$289K	0.79%	46
2025 Q2	$10.9M	Sell	158,671 -6,117	-4%	-$398K	0.78%	48
2025 Q1	$10.3M	Buy	164,788 +13,225	+9%	+$826K	0.78%	48
2024 Q4	$9.26M	Buy	151,563 +17,314	+13%	+$1.1M	0.69%	49
2024 Q3	$8.94M	Buy	134,249 +10,220	+8%	+$645K	0.66%	48
2024 Q2	$7.59M	Buy	124,029 +59,178	+91%	+$3.64M	0.6%	48
2024 Q1	$4.11M	Sell	64,851 -3,198	-5%	-$195K	0.31%	74
2023 Q4	$4.05M	Sell	68,049 -480	-0.7%	-$27.1K	0.32%	82
2023 Q3	$3.81M	Buy	+68,529	New	+$3.92M	0.32%	87

Other funds holding IPAC

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Valley Wealth Managers's IPAC Position: Q3 2026 in Review

Valley Wealth Managers reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 23% in Q3 2026, selling an estimated $3.55M and leaving 140,216 shares worth $11.9M. The position accounts for 0.68% of the portfolio, ranked #47.

Valley Wealth Managers first reported a position in IPAC in Q3 2023 and has held it in 13 quarters since. The position peaked at $14.9M in Q2 2026. 39 funds tracked by Wall St. Rank hold IPAC as of Q3 2026.

Valley Wealth Managers held 140,216 shares of iShares Core MSCI Pacific ETF worth $11.9M as of Q3 2026.
Valley Wealth Managers sold 42,076 iShares Core MSCI Pacific ETF shares in Q3 2026, an estimated $3.55M.
iShares Core MSCI Pacific ETF made up 0.68% of Valley Wealth Managers's portfolio in Q3 2026, its #47 holding.
Valley Wealth Managers first reported a position in iShares Core MSCI Pacific ETF in Q3 2023 and has held it in 13 quarters since.
Valley Wealth Managers's iShares Core MSCI Pacific ETF position peaked at $14.9M in Q2 2026.
39 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.