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SageView Advisory Group’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

SageView Advisory Group’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 		$67.4K Buy
+921
New +$68.3K ﹤0.01% 959
2024
Q2 		– Sell
-180,006
Closed -$13.4M – 622
2024
Q1 		$13.4M Buy
+180,006
New +$11M 0.67% 19

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Stifel Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SageView Advisory Group's IPAC Position: Q4 2025 in Review

SageView Advisory Group opened a new position in iShares Core MSCI Pacific ETF (IPAC) in Q4 2025: 921 shares worth $67.4K. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in IPAC as recently as Q1 2024.

SageView Advisory Group first reported a position in IPAC in Q1 2024 and has held it in 2 quarters since. The position peaked at $13.4M in Q1 2024. 171 funds tracked by Wall St. Rank hold IPAC as of Q4 2025.

  • SageView Advisory Group held 921 shares of iShares Core MSCI Pacific ETF worth $67.4K as of Q4 2025.
  • iShares Core MSCI Pacific ETF was a new SageView Advisory Group position in Q4 2025.
  • iShares Core MSCI Pacific ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #959 holding.
  • SageView Advisory Group first reported a position in iShares Core MSCI Pacific ETF in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's iShares Core MSCI Pacific ETF position peaked at $13.4M in Q1 2024.
  • 171 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.