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Strategic Wealth Partners’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Strategic Wealth Partners’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 		$244K Sell
2,981
-115
-4% -$9.35K 0.02% 283
2026
Q1 		$237K Sell
3,096
-259
-8% -$20.3K 0.02% 285
2025
Q4 		$246K Buy
3,355
+2,177
+185% +$161K 0.02% 293
2025
Q3 		$86.5K Sell
1,178
-306
-21% -$21.8K 0.01% 460
2025
Q2 		$102K Buy
+1,484
New +$96.5K 0.01% 389
2023
Q1 		– Sell
-4,037
Closed -$217K – 267
2022
Q4 		$217K Sell
4,037
-2,600
-39% -$134K 0.04% 242
2022
Q3 		$318K Buy
6,637
+2,115
+47% +$111K 0.07% 217
2022
Q2 		$235K Buy
+4,522
New +$254K 0.05% 221
2019
Q4 		– Sell
-637
Closed -$35 – 305
2019
Q3 		$35 Buy
637
+572
+880% +$31.6K ﹤0.01% 321
2019
Q2 		$3K Sell
65
-939
-94% -$52K ﹤0.01% 675
2019
Q1 		$57K Sell
1,004
-583
-37% -$31.6K 0.03% 222
2018
Q4 		$85K Sell
1,587
-272
-15% -$14.7K 0.04% 190
2018
Q3 		$109K Sell
1,859
-487
-21% -$28.1K 0.06% 172
2018
Q2 		$135K Sell
2,346
-117
-5% -$7K 0.08% 168
2018
Q1 		$147K Buy
2,463
+2,127
+633% +$129K 0.08% 168
2017
Q4 		$21K Buy
+336
New +$19.8K 0.01% 335

Other funds holding IPAC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
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

Strategic Wealth Partners's IPAC Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares Core MSCI Pacific ETF (IPAC) stake by 3.7% in Q2 2026, selling an estimated $9.35K and leaving 2,981 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #283.

Strategic Wealth Partners first reported a position in IPAC in Q4 2017 and has held it in 16 quarters since. The position peaked at $318K in Q3 2022. 188 funds tracked by Wall St. Rank hold IPAC as of Q2 2026.

  • Strategic Wealth Partners held 2,981 shares of iShares Core MSCI Pacific ETF worth $244K as of Q2 2026.
  • Strategic Wealth Partners sold 115 iShares Core MSCI Pacific ETF shares in Q2 2026, an estimated $9.35K.
  • iShares Core MSCI Pacific ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #283 holding.
  • Strategic Wealth Partners first reported a position in iShares Core MSCI Pacific ETF in Q4 2017 and has held it in 16 quarters since.
  • Strategic Wealth Partners's iShares Core MSCI Pacific ETF position peaked at $318K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.