BOK Financial Private Wealth’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

BOK Financial Private Wealth’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
2026 Q2	–	Sell	-26	Closed	-$1.02K	–	800
2026 Q1	$1.02K	Hold	26	–	–	﹤0.01%	407
2025 Q4	$978	Hold	26	–	–	﹤0.01%	442
2025 Q3	$912	Hold	26	–	–	﹤0.01%	375
2025 Q2	$845	Buy	+26	New	+$818	﹤0.01%	415

Other funds holding IVLU

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BOK Financial Private Wealth's IVLU Position: Q2 2026 in Review

BOK Financial Private Wealth sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026, closing a stake of 26 shares — an estimated $1.02K sold.

BOK Financial Private Wealth first reported a position in IVLU in Q2 2025 and held it in 4 quarters. The position peaked at $1.02K in Q1 2026. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

BOK Financial Private Wealth reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2026 after selling out during the quarter.
BOK Financial Private Wealth sold 26 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $1.02K.
BOK Financial Private Wealth first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and held it in 4 quarters.
BOK Financial Private Wealth's iShares MSCI Intl Value Factor ETF position peaked at $1.02K in Q1 2026.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.