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Winch Advisory Services’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Winch Advisory Services’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 		– Sell
-190
Closed -$14.5K – 561
2026
Q1 		$14.5K Buy
+190
New +$14.9K ﹤0.01% 281

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

Winch Advisory Services's IPAC Position: Q2 2026 in Review

Winch Advisory Services sold out of iShares Core MSCI Pacific ETF (IPAC) in Q2 2026, closing a stake of 190 shares — an estimated $14.5K sold.

Winch Advisory Services first reported a position in IPAC in Q1 2026 and held it in 1 quarter. The position peaked at $14.5K in Q1 2026. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Winch Advisory Services reported no remaining iShares Core MSCI Pacific ETF position as of Q2 2026 after selling out during the quarter.
  • Winch Advisory Services sold 190 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $14.5K.
  • Winch Advisory Services first reported a position in iShares Core MSCI Pacific ETF in Q1 2026 and held it in 1 quarter.
  • Winch Advisory Services's iShares Core MSCI Pacific ETF position peaked at $14.5K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.