Capital Performance Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $505K | Hold |
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|
2025
Q2 | $468K | Sell |
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|
2025
Q1 | $433K | Buy |
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|
2024
Q4 | $385K | Hold |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $446K | Sell |
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|
2023
Q4 | $429K | Hold |
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $440K | Hold |
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|
2023
Q1 | $428K | Sell |
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|
2022
Q4 | $407K | Buy |
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|
2022
Q3 | $302K | Buy |
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