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Yoffe Investment Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Yoffe Investment Management’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 		$762K Buy
9,295
+19
+0.2% +$1.54K 0.87% 42
2026
Q1 		$710K Hold
9,276
– – 0.91% 42
2025
Q4 		$679K Buy
9,276
+55
+0.6% +$4.08K 0.87% 39
2025
Q3 		$677K Hold
9,221
– – 0.88% 38
2025
Q2 		$633K Buy
9,221
+23
+0.3% +$1.5K 0.87% 38
2025
Q1 		$573K Sell
9,198
-1
-0% -$62 0.84% 42
2024
Q4 		$562K Buy
+9,199
New +$585K 0.83% 41

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

Yoffe Investment Management's IPAC Position: Q2 2026 in Review

Yoffe Investment Management increased its iShares Core MSCI Pacific ETF (IPAC) stake by 0.2% in Q2 2026, buying an estimated $1.54K and bringing the position to 9,295 shares worth $762K. The position accounts for 0.87% of the portfolio, ranked #42.

Yoffe Investment Management first reported a position in IPAC in Q4 2024 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Yoffe Investment Management held 9,295 shares of iShares Core MSCI Pacific ETF worth $762K as of Q2 2026.
  • Yoffe Investment Management bought 19 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $1.54K.
  • iShares Core MSCI Pacific ETF made up 0.87% of Yoffe Investment Management's portfolio in Q2 2026, its #42 holding.
  • Yoffe Investment Management first reported a position in iShares Core MSCI Pacific ETF in Q4 2024 and has held it in 7 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.