IPAC β€” ISHARES CORE MSCI PACIFIC ET

Ownership history in Elm Partners Management LLC  Β·  29 quarters on record

AI Ownership Summary

Elm Partners Management LLC reported ISHARES CORE MSCI PACIFIC ET (IPAC) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.39% in 2024 Q3. The latest visible filing shows IPAC at 1.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IPAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elm Partners Management LLC's position in ISHARES CORE MSCI PACIFIC ET, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IPAC was reported at 1.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.39% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IPAC stock page Elm Partners Management LLC fund profile Elm Partners Management LLC full holdings
How Elm Partners Management LLC held IPAC β€” position size vs. price
% of Fund (quarterly)    IPAC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 489,530 +16,183 +3.4% 1.63% $35.8M 2026-02-14 (Est.) $83.26
2025 Q3 REDUCED 473,347 -3,515 -0.7% 1.74% $34.8M 2025-11-04 $71.96
2025 Q2 ADDED 476,862 +95,041 +24.9% 1.90% $32.8M 2025-08-05 $67.33
2025 Q1 REDUCED 381,821 -301,367 -44.1% 1.53% $23.8M 2025-05-13 $63.16
2024 Q4 REDUCED 683,188 -29,441 -4.1% 2.85% $41.7M 2025-02-13 $60.73
2024 Q3 ADDED 712,629 +114,259 +19.1% 3.39% $47.5M 2024-11-07 $60.63
2024 Q2 ADDED 598,370 +5,839 +1.0% 2.81% $36.6M 2024-07-31 $59.61
2024 Q1 ADDED 592,531 +41,740 +7.6% 2.97% $37.5M 2024-04-30 $55.87
2023 Q4 ADDED 550,791 +1,572 +0.3% 2.98% $32.8M 2024-01-29 $55.47
2023 Q3 REDUCED 549,219 -19,755 -3.5% 3.16% $30.5M 2023-10-24 $48.99
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IPAC

As of 2025 Q4 β€” sorted by position size

Roberts Financial Services LLC 3Y 7Y 3.19% GREENWOOD CAPITAL ASSOCIATES LLC 3Y 7Y 1.41% Integris Wealth Management, LLC 3Y 1.3% Blue Edge Capital, LLC 3Y 7Y 1.27% Millington Financial Advisors, LLC 3Y 1.04% Dogwood Wealth Management LLC 0.98% Denver PWM, LLC 3Y 7Y 0.87% VALLEY WEALTH MANAGERS, INC. 3Y 7Y 0.82% ORBA Wealth Advisors, L.L.C. 0.71% Columbus Macro, LLC 3Y 7Y 0.7%

FAQ About Elm Partners Management LLC and IPAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Elm Partners Management LLC reported owning IPAC?

Elm Partners Management LLC reported IPAC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IPAC position in Elm Partners Management LLC's portfolio?

The largest reported portfolio weight for IPAC was 3.39% in 2024 Q3.

What is the latest reported IPAC position on this page?

The most recent filing on this page is 2025 Q4, when Elm Partners Management LLC reported 489,530 shares, equal to 1.63% of portfolio, with an estimated market value of $35.8M.

What does the chart on this IPAC ownership page compare?

The chart compares Elm Partners Management LLC's quarterly IPAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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