Avantax Advisory Services’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Avantax Advisory Services’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 Q2	$910K	Sell	27,669 -78	-0.3%	-$2.45K	0.01%	1223
2025 Q1	$841K	Buy	27,747 +111	+0.4%	+$3.24K	0.01%	1184
2024 Q4	$749K	Buy	27,636 +1,135	+4%	+$32K	﹤0.01%	1197
2024 Q3	$783K	Buy	26,501 +187	+0.7%	+$5.31K	0.01%	1152
2024 Q2	$722K	Buy	26,314 +834	+3%	+$23.5K	0.01%	1147
2024 Q1	$719K	Sell	25,480 -1,785	-7%	-$47.9K	0.01%	886
2023 Q4	$723K	Buy	27,265 +1,199	+5%	+$30.5K	0.01%	837
2023 Q3	$661K	Buy	+26,066	New	+$671K	0.01%	835

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Avantax Advisory Services's IVLU Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.28% in Q2 2025, selling an estimated $2.45K and leaving 27,669 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #1223.

Avantax Advisory Services first reported a position in IVLU in Q3 2023 and has held it in 8 quarters since. 281 funds tracked by Wall St. Rank hold IVLU as of Q2 2025.

Avantax Advisory Services held 27,669 shares of iShares MSCI Intl Value Factor ETF worth $910K as of Q2 2025.
Avantax Advisory Services sold 78 iShares MSCI Intl Value Factor ETF shares in Q2 2025, an estimated $2.45K.
iShares MSCI Intl Value Factor ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1223 holding.
Avantax Advisory Services first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2023 and has held it in 8 quarters since.
281 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.