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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Accel Wealth Management's IVLU Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2023, closing a stake of 293 shares — an estimated $7.26K sold.

Accel Wealth Management first reported a position in IVLU in Q4 2020 and held it in 10 quarters. The position peaked at $8K in Q1 2022. 196 funds tracked by Wall St. Rank hold IVLU as of Q2 2023.

Accel Wealth Management reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 293 iShares MSCI Intl Value Factor ETF shares in Q2 2023, an estimated $7.26K.
Accel Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $8K in Q1 2022.
196 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.