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 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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Denver PWM's IPAC Position: Q2 2026 in Review

Denver PWM increased its iShares Core MSCI Pacific ETF (IPAC) stake by 4.6% in Q2 2026, buying an estimated $107K and bringing the position to 29,978 shares worth $2.59M. The position accounts for 0.85% of the portfolio, ranked #25.

Denver PWM first reported a position in IPAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.59M in Q4 2025. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Denver PWM held 29,978 shares of iShares Core MSCI Pacific ETF worth $2.59M as of Q2 2026.
Denver PWM bought 1,320 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $107K.
iShares Core MSCI Pacific ETF made up 0.85% of Denver PWM's portfolio in Q2 2026, its #25 holding.
Denver PWM first reported a position in iShares Core MSCI Pacific ETF in Q4 2023 and has held it in 11 quarters since.
Denver PWM's iShares Core MSCI Pacific ETF position peaked at $2.59M in Q4 2025.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Denver PWM's 13F filing for Q2 2026, filed 18 Aug 2026.