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

Summit Financial’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 		$2.7M Buy
80,125
+22,817
+40% +$809K 0.03% 540
2026
Q1 		$2.04M Buy
57,308
+12,927
+29% +$448K 0.03% 573
2025
Q4 		$1.36M Buy
44,381
+703
+2% +$20.9K 0.02% 577
2025
Q3 		$1.26M Buy
43,678
+16,542
+61% +$439K 0.02% 583
2025
Q2 		$711K Buy
+27,136
New +$675K 0.02% 493

Other funds holding ILF

Morgan Stanley
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
D.E. Shaw & Co
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
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

Summit Financial's ILF Position: Q2 2026 in Review

Summit Financial increased its iShares Latin America 40 ETF (ILF) stake by 40% in Q2 2026, buying an estimated $809K and bringing the position to 80,125 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #540.

Summit Financial first reported a position in ILF in Q2 2025 and has held it in 5 quarters since. 331 funds tracked by Wall St. Rank hold ILF as of Q2 2026.

  • Summit Financial held 80,125 shares of iShares Latin America 40 ETF worth $2.7M as of Q2 2026.
  • Summit Financial bought 22,817 iShares Latin America 40 ETF shares in Q2 2026, an estimated $809K.
  • iShares Latin America 40 ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #540 holding.
  • Summit Financial first reported a position in iShares Latin America 40 ETF in Q2 2025 and has held it in 5 quarters since.
  • 331 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.