BJL
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Brighton Jones LLC’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Brighton Jones LLC’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 		$933K Buy
+23,501
New +$949K 0.02% 477
2025
Q4 		– Sell
-22,385
Closed -$794K – 501
2025
Q3 		$794K Sell
22,385
-1,937
-8% -$66.5K 0.02% 464
2025
Q2 		$800K Buy
24,322
+4,005
+20% +$126K 0.02% 383
2025
Q1 		$616K Buy
20,317
+3,563
+21% +$104K 0.02% 343
2024
Q4 		$454K Buy
+16,754
New +$472K 0.01% 420
2024
Q3 		– Sell
-15,931
Closed -$437K – 627
2024
Q2 		$437K Buy
15,931
+15
+0.1% +$423 0.01% 380
2024
Q1 		$449K Buy
15,916
+16
+0.1% +$430 0.02% 368
2023
Q4 		$422K Buy
15,900
+1,618
+11% +$41.2K 0.02% 360
2023
Q3 		$362K Buy
14,282
+145
+1% +$3.73K 0.02% 359
2023
Q2 		$360K Buy
+14,137
New +$357K 0.02% 361
2022
Q4 		– Sell
-13,599
Closed -$269K – 499
2022
Q3 		$269K Buy
13,599
+1,547
+13% +$33.8K 0.02% 360
2022
Q2 		$267K Buy
+12,052
New +$292K 0.02% 353

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Brighton Jones LLC's IVLU Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2026: 23,501 shares worth $933K. The stake represents 0.02% of the portfolio and ranks #477 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in IVLU as recently as Q3 2025.

Brighton Jones LLC first reported a position in IVLU in Q2 2022 and has held it in 12 quarters since. 374 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

  • Brighton Jones LLC held 23,501 shares of iShares MSCI Intl Value Factor ETF worth $933K as of Q1 2026.
  • iShares MSCI Intl Value Factor ETF was a new Brighton Jones LLC position in Q1 2026.
  • iShares MSCI Intl Value Factor ETF made up 0.02% of Brighton Jones LLC's portfolio in Q1 2026, its #477 holding.
  • Brighton Jones LLC first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2022 and has held it in 12 quarters since.
  • 374 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.