Steward Partners Investment Advisory’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Steward Partners Investment Advisory’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	$1.18M	Buy	14,462 +3	+0%	+$244	0.01%	1197
2026 Q1	$1.11M	Buy	14,459 +14,205	+5,593%	+$1.11M	0.01%	1116
2025 Q4	$18.6K	Buy	254 +8	+3%	+$593	﹤0.01%	3169
2025 Q3	$18.1K	Sell	246 -130	-35%	-$9.24K	﹤0.01%	3142
2025 Q2	$25.8K	Buy	376 +49	+15%	+$3.19K	﹤0.01%	2794
2025 Q1	$20.3K	Hold	327	–	–	﹤0.01%	2799
2024 Q4	$20K	Buy	327 +7	+2%	+$445	﹤0.01%	2798
2024 Q3	$21.3K	Hold	320	–	–	﹤0.01%	2639
2024 Q2	$19.6K	Buy	320 +4	+1%	+$246	﹤0.01%	2551
2024 Q1	$20K	Sell	316 -5	-2%	-$305	﹤0.01%	2529
2023 Q4	$19.1K	Buy	321 +6	+2%	+$338	﹤0.01%	2431
2023 Q3	$17.5K	Hold	315	–	–	﹤0.01%	2374
2023 Q2	$18.1K	Buy	315 +5	+2%	+$286	﹤0.01%	2342
2023 Q1	$17.6K	Hold	310	–	–	﹤0.01%	2299
2022 Q4	$16.7K	Sell	310 -230	-43%	-$11.9K	﹤0.01%	2328
2022 Q3	$26K	Hold	540	–	–	﹤0.01%	2090
2022 Q2	$28K	Buy	540 +9	+2%	+$505	﹤0.01%	2076
2022 Q1	$32K	Buy	531 +2	+0.4%	+$122	﹤0.01%	2143
2021 Q4	$34K	Buy	529 +13	+3%	+$855	﹤0.01%	2084
2021 Q3	$35K	Hold	516	–	–	﹤0.01%	2050
2021 Q2	$34K	Buy	516 +6	+1%	+$404	﹤0.01%	4001
2021 Q1	$34K	Hold	510	–	–	﹤0.01%	2195
2020 Q4	$33K	Buy	510 +4	+0.8%	+$241	﹤0.01%	1860
2020 Q3	$29K	Hold	506	–	–	﹤0.01%	1742
2020 Q2	$27K	Buy	506 +5	+1%	+$252	﹤0.01%	1662
2020 Q1	$23K	Buy	+501	New	+$26.9K	﹤0.01%	1557

Other funds holding IPAC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Steward Partners Investment Advisory's IPAC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Core MSCI Pacific ETF (IPAC) stake by 0.02% in Q2 2026, buying an estimated $244 and bringing the position to 14,462 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1197.

Steward Partners Investment Advisory first reported a position in IPAC in Q1 2020 and has held it in 26 quarters since. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

Steward Partners Investment Advisory held 14,462 shares of iShares Core MSCI Pacific ETF worth $1.18M as of Q2 2026.
Steward Partners Investment Advisory bought 3 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $244.
iShares Core MSCI Pacific ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1197 holding.
Steward Partners Investment Advisory first reported a position in iShares Core MSCI Pacific ETF in Q1 2020 and has held it in 26 quarters since.
188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.