Envestnet Asset Management’s iShares International Equity Factor Rotation Active ETF IDYN Stock Holding History

Envestnet Asset Management’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
2026 Q1	$589K	Sell	20,443 -1,076	-5%	-$32.1K	﹤0.01%	3818
2025 Q4	$606K	Buy	21,519 +9,224	+75%	+$252K	﹤0.01%	3572
2025 Q3	$329K	Buy	+12,295	New	+$321K	﹤0.01%	4019

Other funds holding IDYN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

4WM

4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management's IDYN Position: Q1 2026 in Review

Envestnet Asset Management reduced its iShares International Equity Factor Rotation Active ETF (IDYN) stake by 5% in Q1 2026, selling an estimated $32.1K and leaving 20,443 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #3818.

Envestnet Asset Management first reported a position in IDYN in Q3 2025 and has held it in 3 quarters since. The position peaked at $606K in Q4 2025. 10 funds tracked by Wall St. Rank hold IDYN as of Q1 2026.

Envestnet Asset Management held 20,443 shares of iShares International Equity Factor Rotation Active ETF worth $589K as of Q1 2026.
Envestnet Asset Management sold 1,076 iShares International Equity Factor Rotation Active ETF shares in Q1 2026, an estimated $32.1K.
iShares International Equity Factor Rotation Active ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3818 holding.
Envestnet Asset Management first reported a position in iShares International Equity Factor Rotation Active ETF in Q3 2025 and has held it in 3 quarters since.
Envestnet Asset Management's iShares International Equity Factor Rotation Active ETF position peaked at $606K in Q4 2025.
10 funds tracked by Wall St. Rank held iShares International Equity Factor Rotation Active ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.