LWA
IPAC icon

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

Lowe 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 		$171K Hold
2,325
– – 0.06% 65
2025
Q2 		$160K Hold
2,325
– – 0.06% 64
2025
Q1 		$145K Buy
2,325
+150
+7% +$9.37K 0.06% 62
2024
Q4 		$133K Hold
2,175
– – 0.06% 68
2024
Q3 		$145K Hold
2,175
– – 0.06% 60
2024
Q2 		$133K Hold
2,175
– – 0.06% 60
2024
Q1 		$138K Hold
2,175
– – 0.06% 62
2023
Q4 		$129K Hold
2,175
– – 0.06% 64
2023
Q3 		$121K Hold
2,175
– – 0.06% 64
2023
Q2 		$125K Hold
2,175
– – 0.06% 66
2023
Q1 		$123K Hold
2,175
– – 0.07% 65
2022
Q4 		$117K Hold
2,175
– – 0.06% 64
2022
Q3 		$104K Hold
2,175
– – 0.06% 63
2022
Q2 		$113K Sell
2,175
-200
-8% -$11.2K 0.06% 57
2022
Q1 		$145K Hold
2,375
– – 0.07% 55
2021
Q4 		$152K Sell
2,375
-100
-4% -$6.58K 0.07% 52
2021
Q3 		$166K Sell
2,475
-450
-15% -$30.2K 0.08% 51
2021
Q2 		$194K Buy
2,925
+1,050
+56% +$70.7K 0.09% 44
2021
Q1 		$125K Buy
1,875
+1,475
+369% +$98.4K 0.06% 52
2020
Q4 		$26K Buy
+400
New +$24.1K 0.01% 117

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Lowe Wealth Advisors held its iShares Core MSCI Pacific ETF (IPAC) position steady in Q3 2025 at 2,325 shares worth $171K. The position accounts for 0.06% of the portfolio, ranked #65.

Lowe Wealth Advisors first reported a position in IPAC in Q4 2020 and has held it in 20 quarters since. The position peaked at $194K in Q2 2021. 165 funds tracked by Wall St. Rank hold IPAC as of Q3 2025.

  • Lowe Wealth Advisors held 2,325 shares of iShares Core MSCI Pacific ETF worth $171K as of Q3 2025.
  • Lowe Wealth Advisors left its iShares Core MSCI Pacific ETF share count unchanged in Q3 2025.
  • iShares Core MSCI Pacific ETF made up 0.06% of Lowe Wealth Advisors's portfolio in Q3 2025, its #65 holding.
  • Lowe Wealth Advisors first reported a position in iShares Core MSCI Pacific ETF in Q4 2020 and has held it in 20 quarters since.
  • Lowe Wealth Advisors's iShares Core MSCI Pacific ETF position peaked at $194K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.