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Marshall & Sterling Wealth Advisors’s iShares Latin America 40 ETF ILF Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-46
Closed -$1.33K – 482
2025
Q3 		$1.33K Buy
+46
New +$1.22K ﹤0.01% 577

Other funds holding ILF

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ILF Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares Latin America 40 ETF (ILF) in Q4 2025, closing a stake of 46 shares — an estimated $1.33K sold.

Marshall & Sterling Wealth Advisors first reported a position in ILF in Q3 2025 and held it in 1 quarter. The position peaked at $1.33K in Q3 2025. 254 funds tracked by Wall St. Rank hold ILF as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares Latin America 40 ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 46 iShares Latin America 40 ETF shares in Q4 2025, an estimated $1.33K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Latin America 40 ETF in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's iShares Latin America 40 ETF position peaked at $1.33K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.