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 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

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

Williams & Novak's IPAC Position: Q2 2026 in Review

Williams & Novak held its iShares Core MSCI Pacific ETF (IPAC) position steady in Q2 2026 at 7,766 shares worth $636K. The position accounts for 0.42% of the portfolio, ranked #64.

Williams & Novak first reported a position in IPAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $817K in Q3 2024. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Williams & Novak held 7,766 shares of iShares Core MSCI Pacific ETF worth $636K as of Q2 2026.
Williams & Novak left its iShares Core MSCI Pacific ETF share count unchanged in Q2 2026.
iShares Core MSCI Pacific ETF made up 0.42% of Williams & Novak's portfolio in Q2 2026, its #64 holding.
Williams & Novak first reported a position in iShares Core MSCI Pacific ETF in Q4 2023 and has held it in 11 quarters since.
Williams & Novak's iShares Core MSCI Pacific ETF position peaked at $817K in Q3 2024.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.