Wealth Enhancement Advisory Services
IPAC icon

Wealth Enhancement Advisory Services’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-3,204
Closed -$240K – 3743
2025
Q4 		$240K Buy
3,204
+420
+15% +$31.1K ﹤0.01% 3117
2025
Q3 		$207K Buy
+2,784
New +$198K ﹤0.01% 3109
2025
Q1 		– Sell
-5,768
Closed -$352K – 3059
2024
Q4 		$352K Buy
+5,768
New +$367K ﹤0.01% 2247

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AssetMark Inc
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Charles Schwab
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MG
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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
Bessemer Group
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Wealth Enhancement Advisory Services's IPAC Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2026, closing a stake of 3,204 shares — an estimated $240K sold.

Wealth Enhancement Advisory Services first reported a position in IPAC in Q4 2024 and held it in 3 quarters. The position peaked at $352K in Q4 2024. 175 funds tracked by Wall St. Rank hold IPAC as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 3,204 iShares Core MSCI Pacific ETF shares in Q1 2026, an estimated $240K.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core MSCI Pacific ETF in Q4 2024 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's iShares Core MSCI Pacific ETF position peaked at $352K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.