Peak Financial Advisors’s iShares Latin America 40 ETF ILF Stock Holding History

Peak Financial 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
2024 Q2	–	Sell	-81,183	Closed	-$2.31M	–	78
2024 Q1	$2.31M	Buy	81,183 +5,525	+7%	+$155K	1.41%	36
2023 Q4	$2.2M	Buy	75,658 +13,644	+22%	+$365K	1.47%	36
2023 Q3	$1.59M	Buy	+62,014	New	+$1.66M	1.71%	18
2022 Q2	–	Sell	-82,467	Closed	-$2.51M	–	81
2022 Q1	$2.51M	Buy	+82,467	New	+$2.17M	2.15%	17

Other funds holding ILF

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

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

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

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Peak Financial Advisors's ILF Position: Q2 2024 in Review

Peak Financial Advisors sold out of iShares Latin America 40 ETF (ILF) in Q2 2024, closing a stake of 81,183 shares — an estimated $2.31M sold.

Peak Financial Advisors first reported a position in ILF in Q1 2022 and held it in 4 quarters. The position peaked at $2.51M in Q1 2022. 166 funds tracked by Wall St. Rank hold ILF as of Q2 2024.

Peak Financial Advisors reported no remaining iShares Latin America 40 ETF position as of Q2 2024 after selling out during the quarter.
Peak Financial Advisors sold 81,183 iShares Latin America 40 ETF shares in Q2 2024, an estimated $2.31M.
Peak Financial Advisors first reported a position in iShares Latin America 40 ETF in Q1 2022 and held it in 4 quarters.
Peak Financial Advisors's iShares Latin America 40 ETF position peaked at $2.51M in Q1 2022.
166 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q2 2024.

Based on Peak Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.