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Integrated Wealth Concepts’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Integrated Wealth Concepts’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 		$273K Buy
3,331
+235
+8% +$19.1K ﹤0.01% 2037
2026
Q1 		$237K Buy
+3,096
New +$242K ﹤0.01% 2001
2025
Q4 		– Sell
-3,259
Closed -$239K – 1842
2025
Q3 		$239K Sell
3,259
-473
-13% -$33.6K ﹤0.01% 1756
2025
Q2 		$256K Buy
3,732
+98
+3% +$6.37K ﹤0.01% 1633
2025
Q1 		$226K Sell
3,634
-124
-3% -$7.75K ﹤0.01% 1562
2024
Q4 		$230K Buy
3,758
+654
+21% +$41.6K ﹤0.01% 1532
2024
Q3 		$207K Sell
3,104
-516
-14% -$32.6K ﹤0.01% 1545
2024
Q2 		$222K Buy
3,620
+33
+0.9% +$2.03K ﹤0.01% 1475
2024
Q1 		$227K Hold
3,587
– – ﹤0.01% 1465
2023
Q4 		$213K Sell
3,587
-16
-0.4% -$902 ﹤0.01% 1440
2023
Q3 		$200K Buy
3,603
+67
+2% +$3.83K ﹤0.01% 1418
2023
Q2 		$203K Sell
3,536
-212
-6% -$12.1K ﹤0.01% 1426
2023
Q1 		$212K Sell
3,748
-1,834
-33% -$102K ﹤0.01% 1201
2022
Q4 		$300K Buy
5,582
+900
+19% +$46.5K 0.01% 826
2022
Q3 		$224K Buy
4,682
+87
+2% +$4.58K 0.01% 827
2022
Q2 		$239K Sell
4,595
-217
-5% -$12.2K 0.01% 826
2022
Q1 		$293K Buy
4,812
+25
+0.5% +$1.53K 0.01% 748
2021
Q4 		$306K Sell
4,787
-322
-6% -$21.2K 0.01% 764
2021
Q3 		$342K Sell
5,109
-11
-0.2% -$739 0.01% 689
2021
Q2 		$340K Sell
5,120
-301
-6% -$20.3K 0.01% 622
2021
Q1 		$361K Sell
5,421
-647
-11% -$43.2K 0.01% 545
2020
Q4 		$391K Sell
6,068
-237
-4% -$14.3K 0.02% 457
2020
Q3 		$355K Buy
6,305
+542
+9% +$29.9K 0.02% 414
2020
Q2 		$304K Buy
5,763
+848
+17% +$42.8K 0.02% 399
2020
Q1 		$228K Sell
4,915
-1,197
-20% -$64.4K 0.02% 368
2019
Q4 		$357K Buy
6,112
+27
+0.4% +$1.57K 0.03% 327
2019
Q3 		$342K Sell
6,085
-235
-4% -$13K 0.04% 284
2019
Q2 		$352K Sell
6,320
-860
-12% -$47.6K 0.05% 242
2019
Q1 		$399K Buy
7,180
+1,321
+23% +$71.6K 0.07% 196
2018
Q4 		$297K Buy
5,859
+1,085
+23% +$58.7K 0.08% 188
2018
Q3 		$282K Buy
4,774
+77
+2% +$4.45K 0.09% 188
2018
Q2 		$267K Buy
+4,697
New +$281K 0.09% 175

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 22.96% 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 $2.79B AUM 18.53% 1-Year Est. Return

Integrated Wealth Concepts's IPAC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Core MSCI Pacific ETF (IPAC) stake by 7.6% in Q2 2026, buying an estimated $19.1K and bringing the position to 3,331 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Integrated Wealth Concepts first reported a position in IPAC in Q2 2018 and has held it in 32 quarters since. The position peaked at $399K in Q1 2019. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Integrated Wealth Concepts held 3,331 shares of iShares Core MSCI Pacific ETF worth $273K as of Q2 2026.
  • Integrated Wealth Concepts bought 235 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $19.1K.
  • iShares Core MSCI Pacific ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2037 holding.
  • Integrated Wealth Concepts first reported a position in iShares Core MSCI Pacific ETF in Q2 2018 and has held it in 32 quarters since.
  • Integrated Wealth Concepts's iShares Core MSCI Pacific ETF position peaked at $399K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.