BFP
IDYN

Beacon Financial Planning’s iShares International Equity Factor Rotation Active ETF IDYN Stock Holding History

Beacon Financial Planning’s Portfolio IDYN Stock Details IDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-40,393
Closed -$3.34M – 57
2025
Q3 		$3.34M Buy
+40,393
New +$1.06M 1.73% 14

Other funds holding IDYN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beacon Financial Planning's IDYN Position: Q4 2025 in Review

Beacon Financial Planning sold out of iShares International Equity Factor Rotation Active ETF (IDYN) in Q4 2025, closing a stake of 40,393 shares — an estimated $3.34M sold.

Beacon Financial Planning first reported a position in IDYN in Q3 2025 and held it in 1 quarter. The position peaked at $3.34M in Q3 2025. 6 funds tracked by Wall St. Rank hold IDYN as of Q4 2025.

  • Beacon Financial Planning reported no remaining iShares International Equity Factor Rotation Active ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Planning sold 40,393 iShares International Equity Factor Rotation Active ETF shares in Q4 2025, an estimated $3.34M.
  • Beacon Financial Planning first reported a position in iShares International Equity Factor Rotation Active ETF in Q3 2025 and held it in 1 quarter.
  • Beacon Financial Planning's iShares International Equity Factor Rotation Active ETF position peaked at $3.34M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held iShares International Equity Factor Rotation Active ETF as of Q4 2025.

Based on Beacon Financial Planning's 13F filing for Q4 2025, filed 22 Jan 2026.