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 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 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

Braun-Bostich & Associates's IVLU Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.5% in Q2 2026, selling an estimated $14.6K and leaving 23,311 shares worth $975K. The position accounts for 0.54% of the portfolio, ranked #46.

Braun-Bostich & Associates first reported a position in IVLU in Q3 2024 and has held it in 8 quarters since. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Braun-Bostich & Associates held 23,311 shares of iShares MSCI Intl Value Factor ETF worth $975K as of Q2 2026.
Braun-Bostich & Associates sold 347 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $14.6K.
iShares MSCI Intl Value Factor ETF made up 0.54% of Braun-Bostich & Associates's portfolio in Q2 2026, its #46 holding.
Braun-Bostich & Associates first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2024 and has held it in 8 quarters since.
378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.