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Anderson Hoagland & Co’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Anderson Hoagland & Co’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
2022
Q3 		– Sell
-69,035
Closed -$1.5M – 122
2022
Q2 		$1.5M Buy
69,035
+6,226
+10% +$151K 0.23% 83
2022
Q1 		$1.6M Buy
+62,809
New +$1.63M 0.21% 84

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Anderson Hoagland & Co's IVLU Position: Q3 2022 in Review

Anderson Hoagland & Co sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2022, closing a stake of 69,035 shares — an estimated $1.5M sold.

Anderson Hoagland & Co first reported a position in IVLU in Q1 2022 and held it in 2 quarters. The position peaked at $1.6M in Q1 2022. 162 funds tracked by Wall St. Rank hold IVLU as of Q3 2022.

  • Anderson Hoagland & Co reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Anderson Hoagland & Co sold 69,035 iShares MSCI Intl Value Factor ETF shares in Q3 2022, an estimated $1.5M.
  • Anderson Hoagland & Co first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2022 and held it in 2 quarters.
  • Anderson Hoagland & Co's iShares MSCI Intl Value Factor ETF position peaked at $1.6M in Q1 2022.
  • 162 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2022.

Based on Anderson Hoagland & Co's 13F filing for Q3 2022, filed 11 Oct 2022.