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Blalock Williams’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Blalock Williams’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
Q3 		– Sell
-6,297
Closed -$207K – 139
2025
Q2 		$207K Buy
+6,297
New +$198K 0.21% 122

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blalock Williams's IVLU Position: Q3 2025 in Review

Blalock Williams sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2025, closing a stake of 6,297 shares — an estimated $207K sold.

Blalock Williams first reported a position in IVLU in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 301 funds tracked by Wall St. Rank hold IVLU as of Q3 2025.

  • Blalock Williams reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Blalock Williams sold 6,297 iShares MSCI Intl Value Factor ETF shares in Q3 2025, an estimated $207K.
  • Blalock Williams first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and held it in 1 quarter.
  • Blalock Williams's iShares MSCI Intl Value Factor ETF position peaked at $207K in Q2 2025.
  • 301 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2025.

Based on Blalock Williams's 13F filing for Q3 2025, filed 28 Oct 2025.