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Atria Wealth Solutions’s iShares Latin America 40 ETF ILF Stock Holding History

Atria Wealth Solutions’s Portfolio ILF Stock Details ILF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,707
Closed -$252K – 2038
2024
Q3 		$252K Sell
9,707
-1,607
-14% -$41.1K ﹤0.01% 1618
2024
Q2 		$280K Sell
11,314
-38,641
-77% -$1.04M ﹤0.01% 1548
2024
Q1 		$1.42M Buy
+49,955
New +$1.41M 0.02% 756
2023
Q4 		– Sell
-45,109
Closed -$1.15M – 1978
2023
Q3 		$1.15M Buy
+45,109
New +$1.2M 0.02% 752

Other funds holding ILF

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's ILF Position: Q4 2024 in Review

Atria Wealth Solutions sold out of iShares Latin America 40 ETF (ILF) in Q4 2024, closing a stake of 9,707 shares — an estimated $252K sold.

Atria Wealth Solutions first reported a position in ILF in Q3 2023 and held it in 4 quarters. The position peaked at $1.42M in Q1 2024. 149 funds tracked by Wall St. Rank hold ILF as of Q4 2024.

  • Atria Wealth Solutions reported no remaining iShares Latin America 40 ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,707 iShares Latin America 40 ETF shares in Q4 2024, an estimated $252K.
  • Atria Wealth Solutions first reported a position in iShares Latin America 40 ETF in Q3 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's iShares Latin America 40 ETF position peaked at $1.42M in Q1 2024.
  • 149 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.