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Wealthspire Advisors (New York)’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Wealthspire Advisors (New York)’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
-210
Closed -$15.4K – 1945
2025
Q3 		$15.4K Buy
+210
New +$14.9K ﹤0.01% 1814

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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

Wealthspire Advisors (New York)'s IPAC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Core MSCI Pacific ETF (IPAC) in Q4 2025, closing a stake of 210 shares — an estimated $15.4K sold.

Wealthspire Advisors (New York) first reported a position in IPAC in Q3 2025 and held it in 1 quarter. The position peaked at $15.4K in Q3 2025. 171 funds tracked by Wall St. Rank hold IPAC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Core MSCI Pacific ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 210 iShares Core MSCI Pacific ETF shares in Q4 2025, an estimated $15.4K.
  • Wealthspire Advisors (New York) first reported a position in iShares Core MSCI Pacific ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Core MSCI Pacific ETF position peaked at $15.4K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.