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 Q2	$876K	Sell	20,939 -2,562	-11%	-$107K	0.02%	559
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 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

Brighton Jones LLC's IVLU Position: Q2 2026 in Review

Brighton Jones LLC reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 11% in Q2 2026, selling an estimated $107K and leaving 20,939 shares worth $876K. The position accounts for 0.02% of the portfolio, ranked #559.

Brighton Jones LLC first reported a position in IVLU in Q2 2022 and has held it in 13 quarters since. The position peaked at $933K in Q1 2026. 379 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Brighton Jones LLC held 20,939 shares of iShares MSCI Intl Value Factor ETF worth $876K as of Q2 2026.
Brighton Jones LLC sold 2,562 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $107K.
iShares MSCI Intl Value Factor ETF made up 0.02% of Brighton Jones LLC's portfolio in Q2 2026, its #559 holding.
Brighton Jones LLC first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2022 and has held it in 13 quarters since.
Brighton Jones LLC's iShares MSCI Intl Value Factor ETF position peaked at $933K in Q1 2026.
379 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.