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

EverSource 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
2025 Q3	–	Sell	-6	Closed	-$412	–	4404
2025 Q2	$412	Hold	6	–	–	﹤0.01%	3944
2025 Q1	$373	Hold	6	–	–	﹤0.01%	3549
2024 Q4	$367	Hold	6	–	–	﹤0.01%	3293
2024 Q3	$400	Hold	6	–	–	﹤0.01%	2907
2024 Q2	$381	Hold	6	–	–	﹤0.01%	2940
2024 Q1	$362	Hold	6	–	–	﹤0.01%	2768
2023 Q4	$357	Hold	6	–	–	﹤0.01%	2566
2023 Q3	$334	Hold	6	–	–	﹤0.01%	2428
2023 Q2	$345	Sell	6 -49	-89%	-$2.8K	﹤0.01%	2389
2023 Q1	$3.11K	Hold	55	–	–	﹤0.01%	1806
2022 Q4	$2.95K	Hold	55	–	–	﹤0.01%	1790
2022 Q3	$3K	Sell	55 -369	-87%	-$19.4K	﹤0.01%	1543
2022 Q2	$22K	Buy	424 +55	+15%	+$3.08K	0.01%	802
2022 Q1	$22K	Hold	369	–	–	0.01%	664
2021 Q4	$24K	Buy	+369	New	+$24.3K	0.01%	611

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EverSource Wealth Advisors's IPAC Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of iShares Core MSCI Pacific ETF (IPAC) in Q3 2025, closing a stake of 6 shares — an estimated $412 sold.

EverSource Wealth Advisors first reported a position in IPAC in Q4 2021 and held it in 15 quarters. The position peaked at $24K in Q4 2021. 165 funds tracked by Wall St. Rank hold IPAC as of Q3 2025.

EverSource Wealth Advisors reported no remaining iShares Core MSCI Pacific ETF position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 6 iShares Core MSCI Pacific ETF shares in Q3 2025, an estimated $412.
EverSource Wealth Advisors first reported a position in iShares Core MSCI Pacific ETF in Q4 2021 and held it in 15 quarters.
EverSource Wealth Advisors's iShares Core MSCI Pacific ETF position peaked at $24K in Q4 2021.
165 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.