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AE Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

AE Wealth 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 		$72K Buy
879
+52
+6% +$4.23K ﹤0.01% 2006
2026
Q1 		$63.3K Hold
827
– – ﹤0.01% 1910
2025
Q4 		$60.5K Hold
827
– – ﹤0.01% 1812
2025
Q3 		$60.7K Buy
827
+257
+45% +$18.3K ﹤0.01% 1680
2025
Q2 		$39.2K Buy
570
+390
+217% +$25.4K ﹤0.01% 1647
2025
Q1 		$11.2K Sell
180
-61
-25% -$3.81K ﹤0.01% 1839
2024
Q4 		$14.7K Buy
+241
New +$15.3K ﹤0.01% 1788

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 22.9% 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 $3.36B AUM 17.9% 1-Year Est. Return

AE Wealth Management's IPAC Position: Q2 2026 in Review

AE Wealth Management increased its iShares Core MSCI Pacific ETF (IPAC) stake by 6.3% in Q2 2026, buying an estimated $4.23K and bringing the position to 879 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

AE Wealth 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.

  • AE Wealth Management held 879 shares of iShares Core MSCI Pacific ETF worth $72K as of Q2 2026.
  • AE Wealth Management bought 52 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $4.23K.
  • iShares Core MSCI Pacific ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2006 holding.
  • AE Wealth 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 AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.