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

Brown Advisory’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	$277K	Buy	+6,635	New	+$278K	﹤0.01%	1301

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

Brown Advisory's IVLU Position: Q2 2026 in Review

Brown Advisory opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 6,635 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #1301 among its holdings.

376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Brown Advisory held 6,635 shares of iShares MSCI Intl Value Factor ETF worth $277K as of Q2 2026.
iShares MSCI Intl Value Factor ETF was a new Brown Advisory position in Q2 2026.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1301 holding.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.