Atria Investments’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Atria Investments’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	–	Sell	-5,791	Closed	-$230K	–	2206
2026 Q1	$230K	Buy	+5,791	New	+$234K	﹤0.01%	1907
2018 Q4	–	Sell	-9,037	Closed	-$230K	–	957
2018 Q3	$230K	Sell	9,037 -97,938	-92%	-$2.46M	0.01%	878
2018 Q2	$2.67M	Buy	106,975 +6,579	+7%	+$174K	0.12%	167
2018 Q1	$2.63M	Buy	100,396 +1,700	+2%	+$45.6K	0.13%	167
2017 Q4	$2.61M	Sell	98,696 -205	-0.2%	-$5.32K	0.13%	178
2017 Q3	$2.5M	Buy	98,901 +3,609	+4%	+$89.5K	0.14%	167
2017 Q2	$2.3M	Buy	95,292 +7,385	+8%	+$177K	0.14%	162
2017 Q1	$2.06M	Buy	87,907 +11,691	+15%	+$270K	0.13%	176
2016 Q4	$1.69M	Buy	76,216 +1,821	+2%	+$39.8K	0.13%	167
2016 Q3	$1.6M	Buy	74,395 +20,661	+38%	+$436K	0.15%	130
2016 Q2	$1.04M	Buy	53,734 +16,156	+43%	+$338K	0.11%	163
2016 Q1	$780K	Buy	+37,578	New	+$760K	0.09%	177

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

Atria Investments's IVLU Position: Q2 2026 in Review

Atria Investments sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026, closing a stake of 5,791 shares — an estimated $230K sold.

Atria Investments first reported a position in IVLU in Q1 2016 and held it in 12 quarters. The position peaked at $2.67M in Q2 2018. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Atria Investments reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 5,791 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $230K.
Atria Investments first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2016 and held it in 12 quarters.
Atria Investments's iShares MSCI Intl Value Factor ETF position peaked at $2.67M in Q2 2018.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.