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 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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Valley Wealth Managers's IPAC Position: Q1 2026 in Review

Valley Wealth Managers increased its iShares Core MSCI Pacific ETF (IPAC) stake by 6.2% in Q1 2026, buying an estimated $837K and bringing the position to 184,429 shares worth $14.1M. The position accounts for 0.91% of the portfolio, ranked #44.

Valley Wealth Managers first reported a position in IPAC in Q3 2023 and has held it in 11 quarters since. 175 funds tracked by Wall St. Rank hold IPAC as of Q1 2026.

Valley Wealth Managers held 184,429 shares of iShares Core MSCI Pacific ETF worth $14.1M as of Q1 2026.
Valley Wealth Managers bought 10,691 iShares Core MSCI Pacific ETF shares in Q1 2026, an estimated $837K.
iShares Core MSCI Pacific ETF made up 0.91% of Valley Wealth Managers's portfolio in Q1 2026, its #44 holding.
Valley Wealth Managers first reported a position in iShares Core MSCI Pacific ETF in Q3 2023 and has held it in 11 quarters since.
175 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.