AWM
IVLU icon

Accel Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-293
Closed -$7.26K – 523
2023
Q1 		$7.26K Hold
293
– – ﹤0.01% 959
2022
Q4 		$6.79K Hold
293
– – ﹤0.01% 778
2022
Q3 		$6K Hold
293
– – ﹤0.01% 820
2022
Q2 		$6K Hold
293
– – ﹤0.01% 786
2022
Q1 		$8K Hold
293
– – ﹤0.01% 741
2021
Q4 		$7K Hold
293
– – ﹤0.01% 765
2021
Q3 		$8K Hold
293
– – 0.01% 678
2021
Q2 		$8K Hold
293
– – 0.01% 727
2021
Q1 		$7K Hold
293
– – 0.01% 708
2020
Q4 		$7K Buy
+293
New +$6.22K 0.01% 670

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $243M AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return