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Willis Johnson & Associates’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Willis Johnson & Associates’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
Q1 		$2.41M Sell
31,460
-1,888
-6% -$148K 0.14% 47
2025
Q4 		$2.44M Buy
33,348
+117
+0.4% +$8.67K 0.15% 50
2025
Q3 		$2.44M Sell
33,231
-1,545
-4% -$110K 0.15% 50
2025
Q2 		$2.39M Sell
34,776
-1,798
-5% -$117K 0.16% 49
2025
Q1 		$2.28M Buy
36,574
+1,272
+4% +$79.5K 0.17% 49
2024
Q4 		$2.16M Buy
35,302
+1,472
+4% +$93.5K 0.17% 51
2024
Q3 		$2.25M Sell
33,830
-1,141
-3% -$72K 0.17% 52
2024
Q2 		$2.14M Buy
34,971
+1,957
+6% +$120K 0.18% 51
2024
Q1 		$2.09M Sell
33,014
-1,160
-3% -$70.6K 0.18% 50
2023
Q4 		$2.03M Buy
34,174
+285
+0.8% +$16.1K 0.19% 52
2023
Q3 		$1.88M Buy
33,889
+3,297
+11% +$189K 0.19% 53
2023
Q2 		$1.76M Sell
30,592
-1,503
-5% -$86K 0.19% 53
2023
Q1 		$1.82M Sell
32,095
-2,996
-9% -$167K 0.22% 50
2022
Q4 		$1.88M Sell
35,091
-10,359
-23% -$535K 0.25% 47
2022
Q3 		$2.18M Buy
45,450
+14,055
+45% +$739K 0.32% 44
2022
Q2 		$1.63M Buy
31,395
+454
+1% +$25.5K 0.23% 44
2022
Q1 		$1.88M Sell
30,941
-4,643
-13% -$284K 0.25% 41
2021
Q4 		$2.27M Sell
35,584
-8,739
-20% -$575K 0.29% 38
2021
Q3 		$2.97M Sell
44,323
-330,948
-88% -$22.2M 0.41% 34
2021
Q2 		$24.9M Buy
375,271
+20,971
+6% +$1.41M 3.53% 9
2021
Q1 		$23.6M Buy
354,300
+13,656
+4% +$911K 3.61% 9
2020
Q4 		$21.9M Buy
+340,644
New +$20.5M 3.66% 9

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Willis Johnson & Associates's IPAC Position: Q1 2026 in Review

Willis Johnson & Associates reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 5.7% in Q1 2026, selling an estimated $148K and leaving 31,460 shares worth $2.41M. The position accounts for 0.14% of the portfolio, ranked #47.

Willis Johnson & Associates first reported a position in IPAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $24.9M in Q2 2021. 175 funds tracked by Wall St. Rank hold IPAC as of Q1 2026.

  • Willis Johnson & Associates held 31,460 shares of iShares Core MSCI Pacific ETF worth $2.41M as of Q1 2026.
  • Willis Johnson & Associates sold 1,888 iShares Core MSCI Pacific ETF shares in Q1 2026, an estimated $148K.
  • iShares Core MSCI Pacific ETF made up 0.14% of Willis Johnson & Associates's portfolio in Q1 2026, its #47 holding.
  • Willis Johnson & Associates first reported a position in iShares Core MSCI Pacific ETF in Q4 2020 and has held it in 22 quarters since.
  • Willis Johnson & Associates's iShares Core MSCI Pacific ETF position peaked at $24.9M in Q2 2021.
  • 175 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.