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Baldwin Wealth Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Baldwin Wealth Partners’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
2021
Q3 		– Sell
-110
Closed -$3K – 657
2021
Q2 		$3K Buy
+110
New +$2.88K ﹤0.01% 610

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Baldwin Wealth Partners's IVLU Position: Q3 2021 in Review

Baldwin Wealth Partners sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2021, closing a stake of 110 shares — an estimated $3K sold.

Baldwin Wealth Partners first reported a position in IVLU in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 102 funds tracked by Wall St. Rank hold IVLU as of Q3 2021.

  • Baldwin Wealth Partners reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Baldwin Wealth Partners sold 110 iShares MSCI Intl Value Factor ETF shares in Q3 2021, an estimated $3K.
  • Baldwin Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2021 and held it in 1 quarter.
  • Baldwin Wealth Partners's iShares MSCI Intl Value Factor ETF position peaked at $3K in Q2 2021.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2021.

Based on Baldwin Wealth Partners's 13F filing for Q3 2021, filed 27 Oct 2021.