SHFA
IDYN

SC&H Financial Advisors’s iShares International Equity Factor Rotation Active ETF IDYN Stock Holding History

SC&H Financial Advisors’s Portfolio IDYN Stock Details IDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,466
Closed -$1.03M – 162
2025
Q3 		$1.03M Buy
+12,466
New +$326K 0.17% 67

Other funds holding IDYN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SC&H Financial Advisors's IDYN Position: Q4 2025 in Review

SC&H Financial Advisors sold out of iShares International Equity Factor Rotation Active ETF (IDYN) in Q4 2025, closing a stake of 12,466 shares — an estimated $1.03M sold.

SC&H Financial Advisors first reported a position in IDYN in Q3 2025 and held it in 1 quarter. The position peaked at $1.03M in Q3 2025. 6 funds tracked by Wall St. Rank hold IDYN as of Q4 2025.

  • SC&H Financial Advisors reported no remaining iShares International Equity Factor Rotation Active ETF position as of Q4 2025 after selling out during the quarter.
  • SC&H Financial Advisors sold 12,466 iShares International Equity Factor Rotation Active ETF shares in Q4 2025, an estimated $1.03M.
  • SC&H Financial Advisors first reported a position in iShares International Equity Factor Rotation Active ETF in Q3 2025 and held it in 1 quarter.
  • SC&H Financial Advisors's iShares International Equity Factor Rotation Active ETF position peaked at $1.03M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held iShares International Equity Factor Rotation Active ETF as of Q4 2025.

Based on SC&H Financial Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.