TAFW
IDYN

Tred Avon Family Wealth’s iShares International Equity Factor Rotation Active ETF IDYN Stock Holding History

Tred Avon Family Wealth’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
-12,810
Closed -$1.06M – 267
2025
Q3 		$1.06M Buy
+12,810
New +$335K 0.36% 68

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

Tred Avon Family Wealth's IDYN Position: Q4 2025 in Review

Tred Avon Family Wealth sold out of iShares International Equity Factor Rotation Active ETF (IDYN) in Q4 2025, closing a stake of 12,810 shares — an estimated $1.06M sold.

Tred Avon Family Wealth first reported a position in IDYN in Q3 2025 and held it in 1 quarter. The position peaked at $1.06M in Q3 2025. 6 funds tracked by Wall St. Rank hold IDYN as of Q4 2025.

  • Tred Avon Family Wealth reported no remaining iShares International Equity Factor Rotation Active ETF position as of Q4 2025 after selling out during the quarter.
  • Tred Avon Family Wealth sold 12,810 iShares International Equity Factor Rotation Active ETF shares in Q4 2025, an estimated $1.06M.
  • Tred Avon Family Wealth first reported a position in iShares International Equity Factor Rotation Active ETF in Q3 2025 and held it in 1 quarter.
  • Tred Avon Family Wealth's iShares International Equity Factor Rotation Active ETF position peaked at $1.06M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held iShares International Equity Factor Rotation Active ETF as of Q4 2025.

Based on Tred Avon Family Wealth's 13F filing for Q4 2025, filed 27 Jan 2026.