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 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

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

Valley Wealth Managers's IPAC Position: Q2 2026 in Review

Valley Wealth Managers reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 1.2% in Q2 2026, selling an estimated $174K and leaving 182,292 shares worth $14.9M. The position accounts for 0.86% of the portfolio, ranked #42.

Valley Wealth Managers first reported a position in IPAC in Q3 2023 and has held it in 12 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Valley Wealth Managers held 182,292 shares of iShares Core MSCI Pacific ETF worth $14.9M as of Q2 2026.
Valley Wealth Managers sold 2,137 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $174K.
iShares Core MSCI Pacific ETF made up 0.86% of Valley Wealth Managers's portfolio in Q2 2026, its #42 holding.
Valley Wealth Managers first reported a position in iShares Core MSCI Pacific ETF in Q3 2023 and has held it in 12 quarters since.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.