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Buckingham Strategic Wealth’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$18.3M Sell
668,393
-13,154
-2% -$371K 0.19% 67
2024
Q1 		$19.2M Sell
681,547
-7,064
-1% -$190K 0.2% 65
2023
Q4 		$18.3M Buy
688,611
+72,945
+12% +$1.86M 0.22% 64
2023
Q3 		$15.6M Sell
615,666
-25,255
-4% -$650K 0.22% 54
2023
Q2 		$16.3M Buy
640,921
+54,797
+9% +$1.38M 0.23% 55
2023
Q1 		$13.6M Hold
586,124
– – 0.25% 54
2022
Q4 		$13.6M Buy
586,124
+28,298
+5% +$624K 0.25% 54
2022
Q3 		$11M Buy
557,826
+234,766
+73% +$5.12M 0.22% 54
2022
Q2 		$7.17M Buy
323,060
+242,322
+300% +$5.86M 0.14% 85
2022
Q1 		$2.06M Buy
80,738
+46,359
+135% +$1.2M 0.04% 177
2021
Q4 		$875K Buy
+34,379
New +$884K 0.02% 273

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return