National Wealth Management Group’s iShares Latin America 40 ETF ILF Stock Holding History

National Wealth Management Group’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	$604K	Buy	17,897 +2,979	+20%	+$106K	0.19%	102
2026 Q1	$530K	Buy	14,918 +271	+2%	+$9.38K	0.2%	105
2025 Q4	$446K	Buy	14,647 +6,374	+77%	+$190K	0.15%	138
2025 Q3	$239K	Sell	8,273 -7,762	-48%	-$206K	0.09%	210
2025 Q2	$420K	Sell	16,035 -2,325	-13%	-$57.8K	0.24%	97
2025 Q1	$432K	Buy	18,360 +177	+1%	+$4.06K	0.28%	87
2024 Q4	$380K	Sell	18,183 -2,731	-13%	-$65.6K	0.25%	93
2024 Q3	$542K	Buy	+20,914	New	+$535K	0.37%	67

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

National Wealth Management Group's ILF Position: Q2 2026 in Review

National Wealth Management Group increased its iShares Latin America 40 ETF (ILF) stake by 20% in Q2 2026, buying an estimated $106K and bringing the position to 17,897 shares worth $604K. The position accounts for 0.19% of the portfolio, ranked #102.

National Wealth Management Group first reported a position in ILF in Q3 2024 and has held it in 8 quarters since. 332 funds tracked by Wall St. Rank hold ILF as of Q2 2026.

National Wealth Management Group held 17,897 shares of iShares Latin America 40 ETF worth $604K as of Q2 2026.
National Wealth Management Group bought 2,979 iShares Latin America 40 ETF shares in Q2 2026, an estimated $106K.
iShares Latin America 40 ETF made up 0.19% of National Wealth Management Group's portfolio in Q2 2026, its #102 holding.
National Wealth Management Group first reported a position in iShares Latin America 40 ETF in Q3 2024 and has held it in 8 quarters since.
332 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.