AWA
IPAC icon

Arete Wealth Advisors’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Arete Wealth Advisors’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 		– Sell
-5,160
Closed -$378K – 513
2025
Q4 		$378K Buy
5,160
+102
+2% +$7.56K 0.02% 519
2025
Q3 		$376K Buy
+5,058
New +$360K 0.02% 521

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Arete Wealth Advisors's IPAC Position: Q1 2026 in Review

Arete Wealth Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2026, closing a stake of 5,160 shares — an estimated $378K sold.

Arete Wealth Advisors first reported a position in IPAC in Q3 2025 and held it in 2 quarters. The position peaked at $378K in Q4 2025. 175 funds tracked by Wall St. Rank hold IPAC as of Q1 2026.

  • Arete Wealth Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,160 iShares Core MSCI Pacific ETF shares in Q1 2026, an estimated $378K.
  • Arete Wealth Advisors first reported a position in iShares Core MSCI Pacific ETF in Q3 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's iShares Core MSCI Pacific ETF position peaked at $378K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.