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

Angeles 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
2025
Q3 		– Sell
-77,680
Closed -$2.55M – 33
2025
Q2 		$2.55M Hold
77,680
– – 0.14% 18
2025
Q1 		$2.35M Hold
77,680
– – 0.13% 21
2024
Q4 		$2.11M Sell
77,680
-38,055
-33% -$1.07M 0.1% 30
2024
Q3 		$3.42M Sell
115,735
-17,305
-13% -$492K 0.17% 29
2024
Q2 		$3.65M Buy
133,040
+113,040
+565% +$3.19M 0.19% 31
2024
Q1 		$565K Sell
20,000
-92,500
-82% -$2.48M 0.03% 97
2023
Q4 		$2.98M Sell
112,500
-9,000
-7% -$229K 0.18% 28
2023
Q3 		$3.08M Sell
121,500
-85,000
-41% -$2.19M 0.24% 23
2023
Q2 		$5.26M Sell
206,500
-67,000
-24% -$1.69M 0.44% 17
2023
Q1 		$6.78M Sell
273,500
-500
-0.2% -$12.3K 0.56% 17
2022
Q4 		$6.35M Sell
274,000
-27,000
-9% -$595K 0.54% 15
2022
Q3 		$5.95M Sell
301,000
-18,684
-6% -$408K 0.62% 13
2022
Q2 		$7.09M Buy
319,684
+287,245
+885% +$6.95M 0.65% 13
2022
Q1 		$826K Sell
32,439
-732,391
-96% -$19M 0.06% 30
2021
Q4 		$19.5M Buy
764,830
+39,433
+5% +$1.01M 0.97% 15
2021
Q3 		$18.6M Sell
725,397
-7,178,188
-91% -$186M 1.09% 14
2021
Q2 		$204M Buy
7,903,585
+3,530,585
+81% +$92.4M 12.75% 2
2021
Q1 		$111M Buy
+4,373,000
New +$107M 8.59% 5

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Angeles Investment Advisors's IVLU Position: Q3 2025 in Review

Angeles Investment Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2025, closing a stake of 77,680 shares — an estimated $2.55M sold.

Angeles Investment Advisors first reported a position in IVLU in Q1 2021 and held it in 18 quarters. The position peaked at $204M in Q2 2021. 301 funds tracked by Wall St. Rank hold IVLU as of Q3 2025.

  • Angeles Investment Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 77,680 iShares MSCI Intl Value Factor ETF shares in Q3 2025, an estimated $2.55M.
  • Angeles Investment Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2021 and held it in 18 quarters.
  • Angeles Investment Advisors's iShares MSCI Intl Value Factor ETF position peaked at $204M in Q2 2021.
  • 301 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2025.

Based on Angeles Investment Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.