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

Waverly 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 		$28.6K Sell
349
-107
-23% -$8.7K ﹤0.01% 1721
2026
Q1 		$34.9K Hold
456
– – ﹤0.01% 1575
2025
Q4 		$33.4K Buy
+456
New +$33.8K ﹤0.01% 1452

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

Waverly Advisors's IPAC Position: Q2 2026 in Review

Waverly Advisors reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 23% in Q2 2026, selling an estimated $8.7K and leaving 349 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Waverly Advisors first reported a position in IPAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.9K in Q1 2026. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Waverly Advisors held 349 shares of iShares Core MSCI Pacific ETF worth $28.6K as of Q2 2026.
  • Waverly Advisors sold 107 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $8.7K.
  • iShares Core MSCI Pacific ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1721 holding.
  • Waverly Advisors first reported a position in iShares Core MSCI Pacific ETF in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's iShares Core MSCI Pacific ETF position peaked at $34.9K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.