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Arlington Financial Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Arlington Financial 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
2019
Q1 		– Sell
-32,916
Closed -$720K – 64
2018
Q4 		$720K Buy
+32,916
New +$777K 0.31% 54

Other funds holding IVLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
SHCM
Stokes & Hubbell Capital Management New Orleans, Louisiana $476M AUM 5.4% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return

Arlington Financial Advisors's IVLU Position: Q1 2019 in Review

Arlington Financial Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2019, closing a stake of 32,916 shares — an estimated $720K sold.

Arlington Financial Advisors first reported a position in IVLU in Q4 2018 and held it in 1 quarter. The position peaked at $720K in Q4 2018. 29 funds tracked by Wall St. Rank hold IVLU as of Q1 2019.

  • Arlington Financial Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Arlington Financial Advisors sold 32,916 iShares MSCI Intl Value Factor ETF shares in Q1 2019, an estimated $720K.
  • Arlington Financial Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2018 and held it in 1 quarter.
  • Arlington Financial Advisors's iShares MSCI Intl Value Factor ETF position peaked at $720K in Q4 2018.
  • 29 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2019.

Based on Arlington Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.