Williams & Novak’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Williams & Novak’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 Q3	$618K	Sell	7,266 -500	-6%	-$42.2K	0.37%	63
2026 Q2	$636K	Hold	7,766	–	–	0.42%	64
2026 Q1	$607K	Sell	7,766 -1,599	-17%	-$125K	0.45%	61
2025 Q4	$686K	Sell	9,365 -1,400	-13%	-$104K	0.52%	48
2025 Q3	$790K	Hold	10,765	–	–	0.61%	41
2025 Q2	$740K	Sell	10,765 -1,500	-12%	-$97.5K	0.63%	46
2025 Q1	$763K	Hold	12,265	–	–	0.75%	37
2024 Q4	$749K	Hold	12,265	–	–	0.72%	36
2024 Q3	$817K	Hold	12,265	–	–	0.76%	38
2024 Q2	$751K	Sell	12,265 -889	-7%	-$54.7K	0.7%	36
2024 Q1	$783K	Hold	13,154	–	–	0.89%	35
2023 Q4	$783K	Buy	+13,154	New	+$742K	0.89%	35

Other funds holding IPAC

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Williams & Novak's IPAC Position: Q3 2026 in Review

Williams & Novak reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 6.4% in Q3 2026, selling an estimated $42.2K and leaving 7,266 shares worth $618K. The position accounts for 0.37% of the portfolio, ranked #63.

Williams & Novak first reported a position in IPAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $817K in Q3 2024. 43 funds tracked by Wall St. Rank hold IPAC as of Q3 2026.

Williams & Novak held 7,266 shares of iShares Core MSCI Pacific ETF worth $618K as of Q3 2026.
Williams & Novak sold 500 iShares Core MSCI Pacific ETF shares in Q3 2026, an estimated $42.2K.
iShares Core MSCI Pacific ETF made up 0.37% of Williams & Novak's portfolio in Q3 2026, its #63 holding.
Williams & Novak first reported a position in iShares Core MSCI Pacific ETF in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's iShares Core MSCI Pacific ETF position peaked at $817K in Q3 2024.
43 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.