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Baystate Wealth Management’s iShares Latin America 40 ETF ILF Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$8.53K Buy
293
+8
+3% +$214 ﹤0.01% 762
2023
Q3 		$7.29K Buy
+285
New +$7.61K ﹤0.01% 636

Other funds holding ILF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Baystate Wealth Management's ILF Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares Latin America 40 ETF (ILF) stake by 2.8% in Q4 2023, buying an estimated $214 and bringing the position to 293 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Baystate Wealth Management first reported a position in ILF in Q3 2023 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold ILF as of Q4 2023.

  • Baystate Wealth Management held 293 shares of iShares Latin America 40 ETF worth $8.53K as of Q4 2023.
  • Baystate Wealth Management bought 8 iShares Latin America 40 ETF shares in Q4 2023, an estimated $214.
  • iShares Latin America 40 ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #762 holding.
  • Baystate Wealth Management first reported a position in iShares Latin America 40 ETF in Q3 2023 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.