Action Point Financial Planning’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Action Point Financial Planning’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	$10.9K	Buy	+260	New	+$10.9K	﹤0.01%	1419

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Action Point Financial Planning's IVLU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 260 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #1419 among its holdings.

376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Action Point Financial Planning held 260 shares of iShares MSCI Intl Value Factor ETF worth $10.9K as of Q2 2026.
iShares MSCI Intl Value Factor ETF was a new Action Point Financial Planning position in Q2 2026.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1419 holding.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.