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

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

YIM

Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 22 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.
22 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.