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	–	–	0.43%	64
2026 Q1	$607K	Sell	7,766 -1,599	-17%	-$125K	0.46%	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

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM