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 Q3	$1.34M	Sell	15,773 -2,003	-11%	-$169K	0.14%	52
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	-$1.88M	–	79
2019 Q4	$1.88M	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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Elm Partners Management Philadelphia, Pennsylvania $3.56B AUM 10.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.51B AUM 13.63% 1-Year Est. Return

Mandatum Life Insurance Company Helsinki, Finland $572M AUM 25.76% 1-Year Est. Return

LVZ Inc's IPAC Position: Q3 2026 in Review

LVZ Inc reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 11% in Q3 2026, selling an estimated $169K and leaving 15,773 shares worth $1.34M. The position accounts for 0.14% of the portfolio, ranked #52.

LVZ Inc first reported a position in IPAC in Q1 2019 and has held it in 16 quarters since. The position peaked at $2.65M in Q4 2022. 171 funds tracked by Wall St. Rank hold IPAC as of Q3 2026.

LVZ Inc held 15,773 shares of iShares Core MSCI Pacific ETF worth $1.34M as of Q3 2026.
LVZ Inc sold 2,003 iShares Core MSCI Pacific ETF shares in Q3 2026, an estimated $169K.
iShares Core MSCI Pacific ETF made up 0.14% of LVZ Inc's portfolio in Q3 2026, its #52 holding.
LVZ Inc first reported a position in iShares Core MSCI Pacific ETF in Q1 2019 and has held it in 16 quarters since.
LVZ Inc's iShares Core MSCI Pacific ETF position peaked at $2.65M in Q4 2022.
171 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.