ACA
IVLU icon

Atlas Capital Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Atlas Capital 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
2026
Q2 		$11.2M Sell
268,797
-1,590
-0.6% -$66.7K 1.23% 13
2026
Q1 		$10.7M Sell
270,387
-3,272
-1% -$132K 1.23% 14
2025
Q4 		$10.4M Buy
+273,659
New +$10M 1.16% 17
2025
Q2 		$9.54M Sell
290,051
-7,561
-3% -$238K 1.17% 17
2025
Q1 		$9.02M Sell
297,612
-16,381
-5% -$478K 1.13% 18
2024
Q4 		$8.51M Sell
313,993
-10,117
-3% -$285K 1.08% 21
2024
Q3 		$9.57M Sell
324,110
-20,567
-6% -$584K 1.46% 16
2024
Q2 		$9.46M Sell
344,677
-60,226
-15% -$1.7M 1.23% 17
2024
Q1 		$11.4M Buy
404,903
+60,719
+18% +$1.63M 1.79% 8
2023
Q4 		$9.12M Sell
344,184
-2,053
-0.6% -$52.2K 1.32% 13
2023
Q3 		$8.78M Sell
346,237
-26,588
-7% -$684K 1.45% 12
2023
Q2 		$9.49M Buy
372,825
+47,789
+15% +$1.21M 1.44% 15
2023
Q1 		$8.06M Buy
325,036
+21,625
+7% +$531K 1.27% 21
2022
Q4 		$7.03M Sell
303,411
-55,692
-16% -$1.23M 1.18% 19
2022
Q3 		$7.09M Buy
359,103
+109,982
+44% +$2.4M 1.29% 17
2022
Q2 		$5.53M Buy
249,121
+47,435
+24% +$1.15M 0.94% 23
2022
Q1 		$5.13M Sell
201,686
-11,350
-5% -$294K 0.8% 32
2021
Q4 		$5.42M Buy
213,036
+24,152
+13% +$621K 0.81% 30
2021
Q3 		$4.86M Buy
188,884
+87,006
+85% +$2.25M 0.78% 34
2021
Q2 		$2.63M Sell
101,878
-13,122
-11% -$344K 0.44% 50
2021
Q1 		$2.91M Sell
115,000
-2,831
-2% -$69K 0.57% 45
2020
Q4 		$2.68M Sell
117,831
-6,521
-5% -$138K 0.56% 40
2020
Q3 		$2.43M Buy
124,352
+123
+0.1% +$2.45K 0.58% 35
2020
Q2 		$2.43M Buy
124,229
+54,722
+79% +$1.03M 0.57% 38
2020
Q1 		$1.22M Buy
69,507
+1,746
+3% +$38K 0.36% 69
2019
Q4 		$1.65M Buy
67,761
+38,494
+132% +$917K 0.41% 59
2019
Q3 		$667K Buy
+29,267
New +$659K 0.2% 142

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
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Atlas Capital Advisors's IVLU Position: Q2 2026 in Review

Atlas Capital Advisors reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.59% in Q2 2026, selling an estimated $66.7K and leaving 268,797 shares worth $11.2M. The position accounts for 1.23% of the portfolio, ranked #13.

Atlas Capital Advisors first reported a position in IVLU in Q3 2019 and has held it in 27 quarters since. The position peaked at $11.4M in Q1 2024. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Atlas Capital Advisors held 268,797 shares of iShares MSCI Intl Value Factor ETF worth $11.2M as of Q2 2026.
  • Atlas Capital Advisors sold 1,590 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $66.7K.
  • iShares MSCI Intl Value Factor ETF made up 1.23% of Atlas Capital Advisors's portfolio in Q2 2026, its #13 holding.
  • Atlas Capital Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2019 and has held it in 27 quarters since.
  • Atlas Capital Advisors's iShares MSCI Intl Value Factor ETF position peaked at $11.4M in Q1 2024.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.