Modern Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Modern Wealth Management’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 Q4	–	Sell	-2,860	Closed	-$210K	–	871
2025 Q3	$210K	Sell	2,860 -161	-5%	-$11.4K	﹤0.01%	756
2025 Q2	$208K	Buy	+3,021	New	+$196K	0.01%	733
2025 Q1	–	Sell	-4,025	Closed	-$246K	–	688
2024 Q4	$246K	Sell	4,025 -170	-4%	-$10.8K	0.01%	503
2024 Q3	$279K	Buy	4,195 +31	+0.7%	+$1.96K	0.02%	359
2024 Q2	$255K	Sell	4,164 -15	-0.4%	-$923	0.02%	339
2024 Q1	$265K	Sell	4,179 -445	-10%	-$27.1K	0.02%	259
2023 Q4	$275K	Buy	+4,624	New	+$261K	0.03%	154

Other funds holding IPAC

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Modern Wealth Management's IPAC Position: Q4 2025 in Review

Modern Wealth Management sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2025, closing a stake of 2,860 shares — an estimated $210K sold.

Modern Wealth Management first reported a position in IPAC in Q4 2023 and held it in 7 quarters. The position peaked at $279K in Q3 2024. 171 funds tracked by Wall St. Rank hold IPAC as of Q4 2025.

Modern Wealth Management reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2025 after selling out during the quarter.
Modern Wealth Management sold 2,860 iShares Core MSCI Pacific ETF shares in Q4 2025, an estimated $210K.
Modern Wealth Management first reported a position in iShares Core MSCI Pacific ETF in Q4 2023 and held it in 7 quarters.
Modern Wealth Management's iShares Core MSCI Pacific ETF position peaked at $279K in Q3 2024.
171 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.