Zimmermann Investment Management & Planning’s iShares Latin America 40 ETF ILF Stock Holding History

Zimmermann Investment Management & Planning’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 Q4	–	Sell	-76,539	Closed	-$1.98M	–	57
2024 Q3	$1.98M	Sell	76,539 -99,118	-56%	-$2.53M	0.61%	44
2024 Q2	$4.35M	Buy	175,657 +4,156	+2%	+$112K	1.45%	25
2024 Q1	$4.88M	Sell	171,501 -41,894	-20%	-$1.18M	1.76%	19
2023 Q4	$6.2M	Buy	213,395 +12,565	+6%	+$336K	2.54%	11
2023 Q3	$5.13M	Buy	200,830 +27,967	+16%	+$747K	2.46%	11
2023 Q2	$4.7M	Buy	172,863 +25,305	+17%	+$644K	2.18%	13
2023 Q1	$3.52M	Buy	147,558 +136,295	+1,210%	+$3.27M	1.84%	14
2022 Q4	$258K	Buy	+11,263	New	+$280K	0.15%	79

Other funds holding ILF

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Zimmermann Investment Management & Planning's ILF Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of iShares Latin America 40 ETF (ILF) in Q4 2024, closing a stake of 76,539 shares — an estimated $1.98M sold.

Zimmermann Investment Management & Planning first reported a position in ILF in Q4 2022 and held it in 8 quarters. The position peaked at $6.2M in Q4 2023. 149 funds tracked by Wall St. Rank hold ILF as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining iShares Latin America 40 ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 76,539 iShares Latin America 40 ETF shares in Q4 2024, an estimated $1.98M.
Zimmermann Investment Management & Planning first reported a position in iShares Latin America 40 ETF in Q4 2022 and held it in 8 quarters.
Zimmermann Investment Management & Planning's iShares Latin America 40 ETF position peaked at $6.2M in Q4 2023.
149 funds tracked by Wall St. Rank held iShares Latin America 40 ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.