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LVZ Inc’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

LVZ Inc’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 		$1.46M Sell
17,776
-3,200
-15% -$260K 0.15% 48
2026
Q1 		$1.6M Sell
20,976
-2,504
-11% -$196K 0.18% 36
2025
Q4 		$1.72M Buy
23,480
+7,361
+46% +$545K 0.19% 38
2025
Q3 		$1.18M Buy
+16,119
New +$1.15M 0.13% 47
2025
Q2 		– Sell
-28,555
Closed -$1.78M – 159
2025
Q1 		$1.78M Buy
+28,555
New +$1.78M 0.23% 33
2024
Q4 		– Sell
-30,889
Closed -$2.06M – 155
2024
Q3 		$2.06M Buy
+30,889
New +$1.95M 0.26% 31
2024
Q2 		– Sell
-35,671
Closed -$2.26M – 148
2024
Q1 		$2.26M Sell
35,671
-1,950
-5% -$119K 0.31% 30
2023
Q4 		$2.24M Buy
+37,621
New +$2.12M 0.32% 30
2023
Q3 		– Sell
-42,755
Closed -$2.46M – 140
2023
Q2 		$2.46M Sell
42,755
-1,011
-2% -$57.8K 0.34% 33
2023
Q1 		$2.48M Sell
43,766
-5,594
-11% -$312K 0.36% 23
2022
Q4 		$2.65M Buy
+49,360
New +$2.55M 0.41% 18
2020
Q1 		– Sell
-32,278
Closed -$1.89M – 79
2019
Q4 		$1.89M Buy
32,278
+4,840
+18% +$281K 0.37% 21
2019
Q3 		$1.54M Buy
27,438
+1,562
+6% +$86.3K 0.33% 20
2019
Q2 		$1.44M Buy
25,876
+3,801
+17% +$211K 0.33% 24
2019
Q1 		$1.23M Buy
+22,075
New +$1.2M 0.29% 29

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

LVZ Inc's IPAC Position: Q2 2026 in Review

LVZ Inc reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 15% in Q2 2026, selling an estimated $260K and leaving 17,776 shares worth $1.46M. The position accounts for 0.15% of the portfolio, ranked #48.

LVZ Inc first reported a position in IPAC in Q1 2019 and has held it in 15 quarters since. The position peaked at $2.65M in Q4 2022. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • LVZ Inc held 17,776 shares of iShares Core MSCI Pacific ETF worth $1.46M as of Q2 2026.
  • LVZ Inc sold 3,200 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $260K.
  • iShares Core MSCI Pacific ETF made up 0.15% of LVZ Inc's portfolio in Q2 2026, its #48 holding.
  • LVZ Inc first reported a position in iShares Core MSCI Pacific ETF in Q1 2019 and has held it in 15 quarters since.
  • LVZ Inc's iShares Core MSCI Pacific ETF position peaked at $2.65M in Q4 2022.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.