Denver PWM’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Denver PWM’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 Q3	$2.68M	Buy	31,540 +1,562	+5%	+$132K	0.89%	24
2026 Q2	$2.59M	Buy	29,978 +1,320	+5%	+$107K	0.85%	25
2026 Q1	$2.37M	Sell	28,658 -9,096	-24%	-$712K	0.81%	24
2025 Q4	$2.59M	Hold	37,754	–	–	0.87%	23
2025 Q3	$2.59M	Buy	37,754 +30	+0.1%	+$2.13K	0.81%	24
2025 Q2	$2.59M	Buy	37,724 +2,664	+8%	+$173K	0.81%	24
2025 Q1	$2.18M	Buy	35,060 +4,604	+15%	+$288K	0.79%	25
2024 Q4	$1.86M	Buy	30,456 +4,204	+16%	+$267K	0.72%	28
2024 Q3	$1.75M	Buy	26,252 +1,335	+5%	+$84.2K	0.66%	26
2024 Q2	$1.53M	Buy	24,917 +2,992	+14%	+$184K	0.61%	27
2024 Q1	$1.37M	Buy	21,925 +1,201	+6%	+$73.1K	0.53%	33
2023 Q4	$1.21M	Buy	+20,724	New	+$1.17M	0.56%	30

Other funds holding IPAC

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Denver PWM's IPAC Position: Q3 2026 in Review

Denver PWM increased its iShares Core MSCI Pacific ETF (IPAC) stake by 5.2% in Q3 2026, buying an estimated $132K and bringing the position to 31,540 shares worth $2.68M. The position accounts for 0.89% of the portfolio, ranked #24.

Denver PWM first reported a position in IPAC in Q4 2023 and has held it in 12 quarters since. 59 funds tracked by Wall St. Rank hold IPAC as of Q3 2026.

Denver PWM held 31,540 shares of iShares Core MSCI Pacific ETF worth $2.68M as of Q3 2026.
Denver PWM bought 1,562 iShares Core MSCI Pacific ETF shares in Q3 2026, an estimated $132K.
iShares Core MSCI Pacific ETF made up 0.89% of Denver PWM's portfolio in Q3 2026, its #24 holding.
Denver PWM first reported a position in iShares Core MSCI Pacific ETF in Q4 2023 and has held it in 12 quarters since.
59 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2026.

Based on Denver PWM's 13F filing for Q3 2026, filed 22 Oct 2026.