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

AE 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
2026
Q2 		$115K Buy
2,755
+360
+15% +$15.1K ﹤0.01% 1876
2026
Q1 		$95K Buy
2,395
+349
+17% +$14.1K ﹤0.01% 1811
2025
Q4 		$77.9K Sell
2,046
-52
-2% -$1.91K ﹤0.01% 1758
2025
Q3 		$74.4K Buy
2,098
+370
+21% +$12.7K ﹤0.01% 1641
2025
Q2 		$56.8K Sell
1,728
-469
-21% -$14.8K ﹤0.01% 1587
2025
Q1 		$66.6K Buy
2,197
+655
+42% +$19.1K ﹤0.01% 1534
2024
Q4 		$41.8K Buy
+1,542
New +$43.4K ﹤0.01% 1588

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

AE Wealth Management's IVLU Position: Q2 2026 in Review

AE Wealth Management increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 15% in Q2 2026, buying an estimated $15.1K and bringing the position to 2,755 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

AE Wealth Management first reported a position in IVLU in Q4 2024 and has held it in 7 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • AE Wealth Management held 2,755 shares of iShares MSCI Intl Value Factor ETF worth $115K as of Q2 2026.
  • AE Wealth Management bought 360 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $15.1K.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1876 holding.
  • AE Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.