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Benjamin F. Edwards & Company’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$2K Buy
+64
New +$1.8K ﹤0.01% 2042

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 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 $1.62B AUM 17.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Benjamin F. Edwards & Company's IVLU Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2024: 64 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2042 among its holdings.

231 funds tracked by Wall St. Rank hold IVLU as of Q2 2024.

  • Benjamin F. Edwards & Company held 64 shares of iShares MSCI Intl Value Factor ETF worth $2K as of Q2 2024.
  • iShares MSCI Intl Value Factor ETF was a new Benjamin F. Edwards & Company position in Q2 2024.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2042 holding.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.