WCFA
IPAC icon

Walkner Condon Financial Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Walkner Condon Financial Advisors’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 		$351K Sell
4,288
-559
-12% -$45.4K 0.04% 235
2026
Q1 		$371K Hold
4,847
– – 0.05% 209
2025
Q4 		$355K Buy
4,847
+75
+2% +$5.56K 0.05% 216
2025
Q3 		$350K Hold
4,772
– – 0.06% 219
2025
Q2 		$328K Buy
4,772
+43
+0.9% +$2.8K 0.06% 206
2025
Q1 		$294K Sell
4,729
-635
-12% -$39.7K 0.06% 203
2024
Q4 		$328K Hold
5,364
– – 0.07% 203
2024
Q3 		$357K Sell
5,364
-500
-9% -$31.6K 0.07% 194
2024
Q2 		$359K Sell
5,864
-946
-14% -$58.2K 0.08% 177
2024
Q1 		$431K Sell
6,810
-360
-5% -$21.9K 0.09% 170
2023
Q4 		$427K Sell
7,170
-1,308
-15% -$73.8K 0.1% 168
2023
Q3 		$471K Buy
8,478
+2
+0% +$114 0.13% 141
2023
Q2 		$487K Sell
8,476
-1,373
-14% -$78.5K 0.13% 137
2023
Q1 		$557K Buy
9,849
+608
+7% +$34K 0.16% 117
2022
Q4 		$496K Buy
9,241
+578
+7% +$29.9K 0.15% 125
2022
Q3 		$415K Sell
8,663
-26
-0.3% -$1.37K 0.13% 134
2022
Q2 		$452K Hold
8,689
– – 0.14% 127
2022
Q1 		$529K Sell
8,689
-882
-9% -$54K 0.15% 127
2021
Q4 		$611K Sell
9,571
-1,100
-10% -$72.4K 0.4% 60
2021
Q3 		$715K Buy
10,671
+934
+10% +$62.8K 0.35% 60
2021
Q2 		$647K Buy
9,737
+4,799
+97% +$323K 0.24% 78
2021
Q1 		$329K Buy
4,938
+446
+10% +$29.8K 0.13% 127
2020
Q4 		$289K Buy
+4,492
New +$271K 0.12% 109

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

Walkner Condon Financial Advisors's IPAC Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 12% in Q2 2026, selling an estimated $45.4K and leaving 4,288 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #235.

Walkner Condon Financial Advisors first reported a position in IPAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $715K in Q3 2021. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Walkner Condon Financial Advisors held 4,288 shares of iShares Core MSCI Pacific ETF worth $351K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 559 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $45.4K.
  • iShares Core MSCI Pacific ETF made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #235 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares Core MSCI Pacific ETF in Q4 2020 and has held it in 23 quarters since.
  • Walkner Condon Financial Advisors's iShares Core MSCI Pacific ETF position peaked at $715K in Q3 2021.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.