Alera Investment Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Alera Investment Advisors’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
2024 Q3	$447K	Buy	+15,149	New	+$430K	0.05%	149

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Alera Investment Advisors's IVLU Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2024: 15,149 shares worth $447K. The stake represents 0.05% of the portfolio and ranks #149 among its holdings.

239 funds tracked by Wall St. Rank hold IVLU as of Q3 2024.

Alera Investment Advisors held 15,149 shares of iShares MSCI Intl Value Factor ETF worth $447K as of Q3 2024.
iShares MSCI Intl Value Factor ETF was a new Alera Investment Advisors position in Q3 2024.
iShares MSCI Intl Value Factor ETF made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #149 holding.
239 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.