Blackhawk Capital Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Blackhawk Capital Partners’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
2022 Q3	–	Sell	-17,704	Closed	-$393K	–	74
2022 Q2	$393K	Sell	17,704 -1,429	-7%	-$34.6K	0.31%	64
2022 Q1	$487K	Buy	+19,133	New	+$495K	0.33%	73
2021 Q3	–	Sell	-21,398	Closed	-$541K	–	106
2021 Q2	$541K	Buy	+21,398	New	+$560K	0.37%	72

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

ZCA

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Blackhawk Capital Partners's IVLU Position: Q3 2022 in Review

Blackhawk Capital Partners sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2022, closing a stake of 17,704 shares — an estimated $393K sold.

Blackhawk Capital Partners first reported a position in IVLU in Q2 2021 and held it in 3 quarters. The position peaked at $541K in Q2 2021. 162 funds tracked by Wall St. Rank hold IVLU as of Q3 2022.

Blackhawk Capital Partners reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2022 after selling out during the quarter.
Blackhawk Capital Partners sold 17,704 iShares MSCI Intl Value Factor ETF shares in Q3 2022, an estimated $393K.
Blackhawk Capital Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2021 and held it in 3 quarters.
Blackhawk Capital Partners's iShares MSCI Intl Value Factor ETF position peaked at $541K in Q2 2021.
162 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2022.

Based on Blackhawk Capital Partners's 13F filing for Q3 2022, filed 9 Nov 2022.