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

Circle 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
2026 Q2	$249K	Buy	+7,375	New	+$261K	﹤0.01%	236

Other funds holding ILF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Circle Wealth Management's ILF Position: Q2 2026 in Review

Circle Wealth Management opened a new position in iShares Latin America 40 ETF (ILF) in Q2 2026: 7,375 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #236 among its holdings.

331 funds tracked by Wall St. Rank hold ILF as of Q2 2026.

Circle Wealth Management held 7,375 shares of iShares Latin America 40 ETF worth $249K as of Q2 2026.
iShares Latin America 40 ETF was a new Circle Wealth Management position in Q2 2026.
iShares Latin America 40 ETF made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #236 holding.
331 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.