Bartlett & Co Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Bartlett & Co Wealth Management’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 Q1	–	Sell	-109	Closed	-$4.15K	–	1329
2025 Q4	$4.15K	Buy	+109	New	+$4K	﹤0.01%	1040

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

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bartlett & Co Wealth Management's IVLU Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2026, closing a stake of 109 shares — an estimated $4.15K sold.

Bartlett & Co Wealth Management first reported a position in IVLU in Q4 2025 and held it in 1 quarter. The position peaked at $4.15K in Q4 2025. 375 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 109 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $4.15K.
Bartlett & Co Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and held it in 1 quarter.
Bartlett & Co Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $4.15K in Q4 2025.
375 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.