Briggs Advisory Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Briggs Advisory Group’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
2023 Q3	$712K	Sell	28,088 -4,170	-13%	-$107K	0.41%	35
2023 Q2	$821K	Sell	32,258 -330	-1%	-$8.34K	0.46%	30
2023 Q1	$808K	Hold	32,588	–	–	0.48%	30
2022 Q4	$755K	Buy	32,588 +12,152	+59%	+$268K	0.48%	32
2022 Q3	$404K	Buy	20,436 +5,268	+35%	+$115K	0.3%	40
2022 Q2	$336K	Buy	+15,168	New	+$367K	0.25%	42

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

LGL Partners Philadelphia, Pennsylvania $243M AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Briggs Advisory Group's IVLU Position: Q3 2023 in Review

Briggs Advisory Group reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 13% in Q3 2023, selling an estimated $107K and leaving 28,088 shares worth $712K. The position accounts for 0.41% of the portfolio, ranked #35.

Briggs Advisory Group first reported a position in IVLU in Q2 2022 and has held it in 6 quarters since. The position peaked at $821K in Q2 2023. 200 funds tracked by Wall St. Rank hold IVLU as of Q3 2023.

Briggs Advisory Group held 28,088 shares of iShares MSCI Intl Value Factor ETF worth $712K as of Q3 2023.
Briggs Advisory Group sold 4,170 iShares MSCI Intl Value Factor ETF shares in Q3 2023, an estimated $107K.
iShares MSCI Intl Value Factor ETF made up 0.41% of Briggs Advisory Group's portfolio in Q3 2023, its #35 holding.
Briggs Advisory Group first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2022 and has held it in 6 quarters since.
Briggs Advisory Group's iShares MSCI Intl Value Factor ETF position peaked at $821K in Q2 2023.
200 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.