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B. Riley Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

B. Riley Wealth 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
2025
Q2 		– Sell
-16,760
Closed -$508K – 1220
2025
Q1 		$508K Buy
16,760
+1,609
+11% +$46.9K 0.02% 757
2024
Q4 		$411K Sell
15,151
-913
-6% -$25.7K 0.01% 760
2024
Q3 		$474K Buy
16,064
+1,640
+11% +$46.6K 0.01% 759
2024
Q2 		$396K Sell
14,424
-1,843
-11% -$52K 0.01% 911
2024
Q1 		$413K Buy
16,267
+187
+1% +$5.02K 0.01% 892
2023
Q4 		$426K Sell
16,080
-187
-1% -$4.76K 0.01% 900
2023
Q3 		$413K Buy
16,267
+1,901
+13% +$48.9K 0.01% 892
2023
Q2 		$366K Sell
14,366
-225
-2% -$5.68K 0.01% 1021
2023
Q1 		$362K Sell
14,591
-494
-3% -$12.1K 0.01% 964
2022
Q4 		$350K Sell
15,085
-589
-4% -$13K 0.01% 959
2022
Q3 		$310K Buy
15,674
+2,030
+15% +$44.3K 0.01% 987
2022
Q2 		$303K Buy
+13,644
New +$330K 0.01% 877

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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

B. Riley Wealth Advisors's IVLU Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2025, closing a stake of 16,760 shares — an estimated $508K sold.

B. Riley Wealth Advisors first reported a position in IVLU in Q2 2022 and held it in 12 quarters. The position peaked at $508K in Q1 2025. 281 funds tracked by Wall St. Rank hold IVLU as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,760 iShares MSCI Intl Value Factor ETF shares in Q2 2025, an estimated $508K.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2022 and held it in 12 quarters.
  • B. Riley Wealth Advisors's iShares MSCI Intl Value Factor ETF position peaked at $508K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.