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Global Retirement Partners’s iShares US Consumer Focused ETF IEDI Stock Holding History

Global Retirement Partners’s Portfolio IEDI Stock Details IEDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.13K Hold
75
– – ﹤0.01% 3498
2025
Q3 		$4.22K Buy
+75
New +$4.22K ﹤0.01% 3046

Other funds holding IEDI

UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CRI
Commonwealth Retirement Investments Richmond, Virginia $368M AUM 32.06% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Retirement Partners's IEDI Position: Q4 2025 in Review

Global Retirement Partners held its iShares US Consumer Focused ETF (IEDI) position steady in Q4 2025 at 75 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3498.

Global Retirement Partners first reported a position in IEDI in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.22K in Q3 2025. 22 funds tracked by Wall St. Rank hold IEDI as of Q4 2025.

  • Global Retirement Partners held 75 shares of iShares US Consumer Focused ETF worth $4.13K as of Q4 2025.
  • Global Retirement Partners left its iShares US Consumer Focused ETF share count unchanged in Q4 2025.
  • iShares US Consumer Focused ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3498 holding.
  • Global Retirement Partners first reported a position in iShares US Consumer Focused ETF in Q3 2025 and has held it in 2 quarters since.
  • Global Retirement Partners's iShares US Consumer Focused ETF position peaked at $4.22K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.