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1 North Wealth Services’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

1 North Wealth Services’s Portfolio IVLU Stock Details IVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.6K Hold
707
– – 0.01% 118
2026
Q1 		$28.1K Buy
+707
New +$28.5K 0.01% 107

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

1 North Wealth Services's IVLU Position: Q2 2026 in Review

1 North Wealth Services held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 707 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #118.

1 North Wealth Services first reported a position in IVLU in Q1 2026 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • 1 North Wealth Services held 707 shares of iShares MSCI Intl Value Factor ETF worth $29.6K as of Q2 2026.
  • 1 North Wealth Services left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #118 holding.
  • 1 North Wealth Services first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.