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

Aprio 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	$711K	Sell	16,996 -263	-2%	-$11K	0.04%	304
2026 Q1	$685K	Hold	17,259	–	–	0.04%	273
2025 Q4	$657K	Buy	17,259 +213	+1%	+$7.81K	0.04%	266
2025 Q3	$605K	Hold	17,046	–	–	0.06%	191
2025 Q2	$561K	Sell	17,046 -179	-1%	-$5.63K	0.06%	172
2025 Q1	$522K	Buy	+17,225	New	+$502K	0.07%	175

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

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

Aprio Wealth Management reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.5% in Q2 2026, selling an estimated $11K and leaving 16,996 shares worth $711K. The position accounts for 0.04% of the portfolio, ranked #304.

Aprio Wealth Management first reported a position in IVLU in Q1 2025 and has held it in 6 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Aprio Wealth Management held 16,996 shares of iShares MSCI Intl Value Factor ETF worth $711K as of Q2 2026.
Aprio Wealth Management sold 263 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $11K.
iShares MSCI Intl Value Factor ETF made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #304 holding.
Aprio Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2025 and has held it in 6 quarters since.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.