Concord Wealth Partners’s iShares Latin America 40 ETF ILF Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-519	Closed	-$15.8K	–	479
2025 Q4	$15.8K	Buy	+519	New	+$15.5K	﹤0.01%	477

Other funds holding ILF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

Concord Wealth Partners's ILF Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares Latin America 40 ETF (ILF) in Q1 2026, closing a stake of 519 shares — an estimated $15.8K sold.

Concord Wealth Partners first reported a position in ILF in Q4 2025 and held it in 1 quarter. The position peaked at $15.8K in Q4 2025. 315 funds tracked by Wall St. Rank hold ILF as of Q1 2026.

Concord Wealth Partners reported no remaining iShares Latin America 40 ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 519 iShares Latin America 40 ETF shares in Q1 2026, an estimated $15.8K.
Concord Wealth Partners first reported a position in iShares Latin America 40 ETF in Q4 2025 and held it in 1 quarter.
Concord Wealth Partners's iShares Latin America 40 ETF position peaked at $15.8K in Q4 2025.
315 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.