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 Q2	$728K	Buy	24,247 +3,804	+19%	+$115K	﹤0.01%	3827
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 $6.73T AUM 46.02% 1-Year Est. Return

4WM

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management's IDYN Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares International Equity Factor Rotation Active ETF (IDYN) stake by 19% in Q2 2026, buying an estimated $115K and bringing the position to 24,247 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #3827.

Envestnet Asset Management first reported a position in IDYN in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold IDYN as of Q2 2026.

Envestnet Asset Management held 24,247 shares of iShares International Equity Factor Rotation Active ETF worth $728K as of Q2 2026.
Envestnet Asset Management bought 3,804 iShares International Equity Factor Rotation Active ETF shares in Q2 2026, an estimated $115K.
iShares International Equity Factor Rotation Active ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3827 holding.
Envestnet Asset Management first reported a position in iShares International Equity Factor Rotation Active ETF in Q3 2025 and has held it in 4 quarters since.
12 funds tracked by Wall St. Rank held iShares International Equity Factor Rotation Active ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.