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Beacon Harbor Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Beacon Harbor 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
Q4 		– Sell
-340,596
Closed -$12.1M – 76
2025
Q3 		$12.1M Buy
+340,596
New +$11.7M 2.82% 10

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
Mercer Global Advisors
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beacon Harbor Wealth Advisors's IVLU Position: Q4 2025 in Review

Beacon Harbor Wealth Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2025, closing a stake of 340,596 shares — an estimated $12.1M sold.

Beacon Harbor Wealth Advisors first reported a position in IVLU in Q3 2025 and held it in 1 quarter. The position peaked at $12.1M in Q3 2025. 342 funds tracked by Wall St. Rank hold IVLU as of Q4 2025.

  • Beacon Harbor Wealth Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 340,596 iShares MSCI Intl Value Factor ETF shares in Q4 2025, an estimated $12.1M.
  • Beacon Harbor Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's iShares MSCI Intl Value Factor ETF position peaked at $12.1M in Q3 2025.
  • 342 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.