Heartwood Wealth Advisors’s iShares Latin America 40 ETF ILF Stock Holding History

Heartwood Wealth Advisors’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 Q2	$907K	Buy	26,887 +2,540	+10%	+$90K	0.07%	111
2026 Q1	$865K	Sell	24,347 -1,943	-7%	-$67.3K	0.08%	104
2025 Q4	$801K	Buy	26,290 +2,576	+11%	+$76.7K	0.07%	94
2025 Q3	$685K	Buy	23,714 +564	+2%	+$15K	0.06%	99
2025 Q2	$607K	Buy	23,150 +48	+0.2%	+$1.19K	0.06%	102
2025 Q1	$544K	Sell	23,102 -7,888	-25%	-$181K	0.06%	97
2024 Q4	$648K	Buy	+30,990	New	+$745K	0.07%	86

Other funds holding ILF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Heartwood Wealth Advisors's ILF Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its iShares Latin America 40 ETF (ILF) stake by 10% in Q2 2026, buying an estimated $90K and bringing the position to 26,887 shares worth $907K. The position accounts for 0.07% of the portfolio, ranked #111.

Heartwood Wealth Advisors first reported a position in ILF in Q4 2024 and has held it in 7 quarters since. 331 funds tracked by Wall St. Rank hold ILF as of Q2 2026.

Heartwood Wealth Advisors held 26,887 shares of iShares Latin America 40 ETF worth $907K as of Q2 2026.
Heartwood Wealth Advisors bought 2,540 iShares Latin America 40 ETF shares in Q2 2026, an estimated $90K.
iShares Latin America 40 ETF made up 0.07% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Heartwood Wealth Advisors first reported a position in iShares Latin America 40 ETF in Q4 2024 and has held it in 7 quarters since.
331 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.