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Beaird Harris Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Beaird Harris 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
2025
Q2 		– Sell
-16
Closed -$485 – 630
2025
Q1 		$485 Hold
16
– – ﹤0.01% 497
2024
Q4 		$434 Hold
16
– – ﹤0.01% 491
2024
Q3 		$473 Hold
16
– – ﹤0.01% 494
2024
Q2 		$440 Hold
16
– – ﹤0.01% 631
2024
Q1 		$452 Sell
16
-1,193
-99% -$32K ﹤0.01% 597
2023
Q4 		$32.1K Buy
1,209
+1,193
+7,456% +$30.3K ﹤0.01% 217
2023
Q3 		$406 Hold
16
– – ﹤0.01% 419
2023
Q2 		$408 Hold
16
– – ﹤0.01% 426
2023
Q1 		$397 Hold
16
– – ﹤0.01% 447
2022
Q4 		$371 Sell
16
-2,910
-99% -$64.2K ﹤0.01% 711
2022
Q3 		$58K Sell
2,926
-2,690
-48% -$58.7K 0.01% 156
2022
Q2 		$125K Sell
5,616
-10,383
-65% -$251K 0.03% 83
2022
Q1 		$407K Sell
15,999
-16,376
-51% -$424K 0.15% 53
2021
Q4 		$824K Buy
+32,375
New +$832K 0.3% 45

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return