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Becker Capital Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Becker Capital 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
Q4 		– Sell
-8,255
Closed -$293K – 304
2025
Q3 		$293K Hold
8,255
– – 0.01% 259
2025
Q2 		$272K Buy
+8,255
New +$260K 0.01% 258

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 $1.56T 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 $3.75B AUM 21.95% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Becker Capital Management's IVLU Position: Q4 2025 in Review

Becker Capital Management sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q4 2025, closing a stake of 8,255 shares — an estimated $293K sold.

Becker Capital Management first reported a position in IVLU in Q2 2025 and held it in 2 quarters. The position peaked at $293K in Q3 2025. 340 funds tracked by Wall St. Rank hold IVLU as of Q4 2025.

  • Becker Capital Management reported no remaining iShares MSCI Intl Value Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Becker Capital Management sold 8,255 iShares MSCI Intl Value Factor ETF shares in Q4 2025, an estimated $293K.
  • Becker Capital Management first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and held it in 2 quarters.
  • Becker Capital Management's iShares MSCI Intl Value Factor ETF position peaked at $293K in Q3 2025.
  • 340 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q4 2025.

Based on Becker Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.