BRWA
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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
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 $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return