Beacon Financial Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.5M Buy
2025
Q2
$1.39M Buy
2025
Q1
$1.24M Sell
2024
Q4
$1.29M Buy
2024
Q3
$1.19M Buy
2024
Q2
$1.11M Sell
2024
Q1
$1.2M Sell
2023
Q4
$1.3M Buy
2023
Q3
$518K Buy
2023
Q2
$454K Hold
2023
Q1
$450K Sell
2022
Q4
$466K Buy
2022
Q3
$394K Buy
2022
Q2
Sell
2022
Q1
$495K Buy