Calton & Associates’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Calton & Associates’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	$728K	Buy	+17,419	New	+$730K	0.11%	174

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

Calton & Associates's IVLU Position: Q2 2026 in Review

Calton & Associates opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 17,419 shares worth $728K. The stake represents 0.11% of the portfolio and ranks #174 among its holdings.

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

Calton & Associates held 17,419 shares of iShares MSCI Intl Value Factor ETF worth $728K as of Q2 2026.
iShares MSCI Intl Value Factor ETF was a new Calton & Associates position in Q2 2026.
iShares MSCI Intl Value Factor ETF made up 0.11% of Calton & Associates's portfolio in Q2 2026, its #174 holding.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.