Ehrlich Financial Group’s iShares Managed Futures Active ETF ISMF Stock Holding History

Ehrlich Financial Group’s Portfolio ISMF Stock Details ISMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$250K	Sell	8,614 -17,029	-66%	-$483K	0.13%	107
2026 Q2	$717K	Buy	25,643 +5,973	+30%	+$167K	0.37%	63
2026 Q1	$537K	Buy	+19,670	New	+$537K	0.31%	74

Other funds holding ISMF

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Ehrlich Financial Group's ISMF Position: Q3 2026 in Review

Ehrlich Financial Group reduced its iShares Managed Futures Active ETF (ISMF) stake by 66% in Q3 2026, selling an estimated $483K and leaving 8,614 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #107.

Ehrlich Financial Group first reported a position in ISMF in Q1 2026 and has held it in 3 quarters since. The position peaked at $717K in Q2 2026. 3 funds tracked by Wall St. Rank hold ISMF as of Q3 2026.

Ehrlich Financial Group held 8,614 shares of iShares Managed Futures Active ETF worth $250K as of Q3 2026.
Ehrlich Financial Group sold 17,029 iShares Managed Futures Active ETF shares in Q3 2026, an estimated $483K.
iShares Managed Futures Active ETF made up 0.13% of Ehrlich Financial Group's portfolio in Q3 2026, its #107 holding.
Ehrlich Financial Group first reported a position in iShares Managed Futures Active ETF in Q1 2026 and has held it in 3 quarters since.
Ehrlich Financial Group's iShares Managed Futures Active ETF position peaked at $717K in Q2 2026.
3 funds tracked by Wall St. Rank held iShares Managed Futures Active ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.