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

Beacon Pointe 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
2026
Q1 		$1.57M Sell
39,577
-3,900
-9% -$157K 0.01% 812
2025
Q4 		$1.65M Buy
+43,477
New +$1.59M 0.01% 669
2023
Q2 		– Sell
-45,629
Closed -$1.13M – 1141
2023
Q1 		$1.13M Buy
+45,629
New +$1.12M 0.02% 515
2022
Q2 		– Sell
-20,988
Closed -$534K – 1147
2022
Q1 		$534K Buy
+20,988
New +$543K 0.01% 794
2021
Q3 		– Sell
-20,221
Closed -$522K – 938
2021
Q2 		$522K Buy
20,221
+290
+1% +$7.59K 0.02% 469
2021
Q1 		$504K Buy
+19,931
New +$486K 0.03% 296

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return