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

BOK Financial’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 Q1	–	Sell	-305	Closed	-$11.6K	–	1079
2025 Q4	$11.6K	Buy	+305	New	+$11.2K	﹤0.01%	977
2023 Q1	–	Sell	-34,776	Closed	-$806K	–	1210
2022 Q4	$806K	Buy	+34,776	New	+$767K	0.01%	572

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

SAI

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

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BOK Financial's IVLU Position: Q1 2026 in Review

BOK Financial sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2026, closing a stake of 305 shares — an estimated $11.6K sold.

BOK Financial first reported a position in IVLU in Q4 2022 and held it in 2 quarters. The position peaked at $806K in Q4 2022. 375 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

BOK Financial reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2026 after selling out during the quarter.
BOK Financial sold 305 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $11.6K.
BOK Financial first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and held it in 2 quarters.
BOK Financial's iShares MSCI Intl Value Factor ETF position peaked at $806K in Q4 2022.
375 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.