Braun-Bostich & Associates
IVLU icon

Braun-Bostich & Associates’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Braun-Bostich & Associates’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
Q3 		$986K Sell
22,989
-322
-1% -$14K 0.56% 45
2026
Q2 		$975K Sell
23,311
-347
-1% -$14.6K 0.54% 46
2026
Q1 		$939K Hold
23,658
– – 0.59% 41
2025
Q4 		$900K Sell
23,658
-101
-0.4% -$3.7K 0.56% 42
2025
Q3 		$843K Sell
23,759
-93
-0.4% -$3.19K 0.53% 43
2025
Q2 		$784K Buy
23,852
+132
+0.6% +$4.15K 0.54% 43
2025
Q1 		$719K Buy
23,720
+11,559
+95% +$337K 0.53% 44
2024
Q4 		$330K Buy
12,161
+3,892
+47% +$110K 0.24% 74
2024
Q3 		$244K Buy
+8,269
New +$235K 0.17% 98

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Braun-Bostich & Associates's IVLU Position: Q3 2026 in Review

Braun-Bostich & Associates reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.4% in Q3 2026, selling an estimated $14K and leaving 22,989 shares worth $986K. The position accounts for 0.56% of the portfolio, ranked #45.

Braun-Bostich & Associates first reported a position in IVLU in Q3 2024 and has held it in 9 quarters since. 353 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Braun-Bostich & Associates held 22,989 shares of iShares MSCI Intl Value Factor ETF worth $986K as of Q3 2026.
  • Braun-Bostich & Associates sold 322 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $14K.
  • iShares MSCI Intl Value Factor ETF made up 0.56% of Braun-Bostich & Associates's portfolio in Q3 2026, its #45 holding.
  • Braun-Bostich & Associates first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2024 and has held it in 9 quarters since.
  • 353 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Braun-Bostich & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.