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
2022
Q2 		– Sell
-1,205,200
Closed -$307K – 507
2022
Q1 		$307K Buy
+1,205,200
New +$31.2M 0.01% 359

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
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.