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

Wellspring 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 		$986K Buy
12,039
+45
+0.4% +$3.66K 0.07% 100
2026
Q1 		$918K Buy
11,994
+3,208
+37% +$251K 0.07% 105
2025
Q4 		$644K Buy
8,786
+6,049
+221% +$448K 0.05% 123
2025
Q3 		$201K Buy
+2,737
New +$195K 0.02% 161

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

Wellspring Financial Advisors's IPAC Position: Q2 2026 in Review

Wellspring Financial Advisors increased its iShares Core MSCI Pacific ETF (IPAC) stake by 0.38% in Q2 2026, buying an estimated $3.66K and bringing the position to 12,039 shares worth $986K. The position accounts for 0.07% of the portfolio, ranked #100.

Wellspring Financial Advisors first reported a position in IPAC in Q3 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Wellspring Financial Advisors held 12,039 shares of iShares Core MSCI Pacific ETF worth $986K as of Q2 2026.
  • Wellspring Financial Advisors bought 45 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $3.66K.
  • iShares Core MSCI Pacific ETF made up 0.07% of Wellspring Financial Advisors's portfolio in Q2 2026, its #100 holding.
  • Wellspring Financial Advisors first reported a position in iShares Core MSCI Pacific ETF in Q3 2025 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.