Wealth Effects’s iShares International Equity Factor Rotation Active ETF IDYN Stock Holding History

Wealth Effects’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	-7,930	Closed	-$655K	–	233
2025 Q3	$655K	Buy	+7,930	New	+$207K	0.21%	88

Other funds holding IDYN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Effects's IDYN Position: Q4 2025 in Review

Wealth Effects sold out of iShares International Equity Factor Rotation Active ETF (IDYN) in Q4 2025, closing a stake of 7,930 shares — an estimated $655K sold.

Wealth Effects first reported a position in IDYN in Q3 2025 and held it in 1 quarter. The position peaked at $655K in Q3 2025. 6 funds tracked by Wall St. Rank hold IDYN as of Q4 2025.

Wealth Effects reported no remaining iShares International Equity Factor Rotation Active ETF position as of Q4 2025 after selling out during the quarter.
Wealth Effects sold 7,930 iShares International Equity Factor Rotation Active ETF shares in Q4 2025, an estimated $655K.
Wealth Effects first reported a position in iShares International Equity Factor Rotation Active ETF in Q3 2025 and held it in 1 quarter.
Wealth Effects's iShares International Equity Factor Rotation Active ETF position peaked at $655K in Q3 2025.
6 funds tracked by Wall St. Rank held iShares International Equity Factor Rotation Active ETF as of Q4 2025.

Based on Wealth Effects's 13F filing for Q4 2025, filed 26 Jan 2026.